Estate & Trust Planning

Your life's work deserves only the most current and advanced services delivered by true experts.  We take our own education, resources, and technology in this area very seriously so that our clients can enjoy the peace of mind that comes with feeling prepared.

Ryun, Givens & Company can help you protect the financial security of the next generation, provide for a charitable organization you support, or manage the successful transfer of a business to loved ones.  We work with you to create possibilities in which even your highest goals are attainable, while planning ahead for the effects of the estate and gift tax to be minimized. We’ll work seamlessly with your estate solicitor and other advisors on your estate plan to help manifest your most important wishes.

Our estate and trust planning services include:

  • Accountings for trusts and estates

  • Asset protection and offshore trusts

  • Beneficiary planning

  • Business succession and buy/sell agreements

  • Charitable remainder and lead trusts

  • Family limited partnerships

  • Financial analysis of trust documents and wills

  • Generation-skipping trusts

  • Grantor retained trusts

  • Life insurance trusts

  • Pre and post-mortem tax planning

  • Private foundations

  • Qualified personal residence trusts

 

For more information on our estate and trust planning solutions, simply call (515) 225-3141 or email us at news@ryungivens.com

 

 

CONTACT US

515-225-3141

news@ryungivens.com

VISIT US

2900 100th Street, Suite 301

Urbandale, IA 50322

© 2014 by Ryun, Givens & Company P.L.C.