Preserve and Protect the Vision for Your Legacy

Thoughtful estate and trust planning is crucial to protect your family and the distribution of your assets to the individuals or charities you desire in the manner and timeframe you select. Our professionals will work with you and your legal counsel to develop an estate and trust plan that considers all aspects of your financial situation to protect your legacy for the future.

Estate Planning Team

Larry Friedman Director Headshot Larry D. Friedman CPA, MT · Director
Jeff Neuman Director and President Headshot Jeffrey D. Neuman CPA, J.D. · Director and President
Floyd Trouten Director Headshot Floyd A. Trouten III CPA · Director
2023_IPA 300