Estates, Trusts & Gifts


Offering a robust line of productsto meet your personal and business needs

Helping you preserve your wealth and assets

At Hodges & Hergenrader, LLP, we offer comprehensive estate, trust, and gift tax planning and preparation services. Navigating the complexities of estate and gift tax laws can be daunting. We are here to simplify the processes for you. We assist in establishing effective estate and trust strategies that help to protect your assets, minimize tax liabilities, and ensure your wealth is seamlessly transferred according to your wishes. Our experienced team also provides guidance on gift tax planning, helping you to make informed decisions about how and when to give gifts in a way that safeguards your financial future while still providing for your loved ones. We understand the sensitive nature of these matters and approach each case with the utmost discretion and personal attention. Trust our expertise to protect your legacy, secure your assets, and manage the transition of wealth with precision and care.