SERVICES


Estate Planning—for Your Life, Your Legacy

When the time is right to begin developing a transition plan for you and your family, Huth Thompson’s extensive wealth management capabilities mean you can stay with our team throughout the entire process.

This adds value on both a personal and technical level and speaks to why so many of our clients are multi-generational and members of family businesses.

With the Huth Thompson CPA who knows you so well remaining on point as your estate planning advisor, we can bring together all the tools and solutions that will best serve your unique situation, including:

  • Wills
  • A-B Trusts
  • Durable Power of Attorney (POA)
  • Healthcare POAs
  • Living Wills
  • FLP, LLC, LLP, S- or C-Corp
  • Irrevocable Life Insurance Trusts
  • Charitable Trusts
  • Irrevocable Trusts
  • Generation-Skipping Trusts
  • Intentionally Defective Grantor Trust (IDGT)
  • Self-Canceling Installment Notes (SCIN)
  • Private Annuities
  • Lease Agreements
  • Facilitator for Family Planning
  • Paid-on Death Designations
  • Personal Financial Statements
  • Cash Flow Analysis
  • Retirement Plan Analysis
  • Tax Planning
  • Gifting

For 360° Wealth Management

Choose where you'd like to begin, but don't hesitate to engage with any questions you might have.

Lafayette - Phone: 765.428.5000 • Fax: 765.428.5700
Rensselaer - Phone: 219.866.5196 • Fax: 219.866.5835