Estate & Trust Planning


We guide clients in the careful planning for the protection and ultimate disposition of their estate assets. As well, we prepare trust income tax returns.

How can we help?


If you would like to develop your estate plan or need help preparing your trust’s tax return, please fill out the form to request a consultation.

A member of our team will reach out within 2 business days to discuss your personal and business goals and how Walsh & Company can help you achieve them.