Fiduciary & Estate Planning
Helping You Preserve Your Wealth and Assets
At Dennis & Associates, we specialize in estate, trust and tax matters, assisting you with preparing probate filings and estate tax returns. Our expert team offers decades of experience helping individuals develop and implement trust and estate plans that enable them to achieve their financial goals. Good estate planning is more than just drafting a will—it also includes developing a comprehensive plan to protect, grow and preserve wealth and assets for both your own retirement and for future generations.
Let our experienced team help you coordinate a sound plan by working in partnership with other trusted advisors, including your attorney. We want to help you create a comprehensive estate and trust plan for business continuation, wealth protection and minimization of estate taxes.