Tax preparation; developing and management of charitable giving programs of others; tax planning

'charit':7 'develop':3 'give':8 'manag':5 'other':11 'plan':13 'prepar':2 'program':9 'tax':1,12

Financial services, namely, financial planning, financial asset management, investment management, retirement planning; trust management services, namely, personal trust services, bill payment, benefit and annuity collection, estate settlement and probate administration; administration of employee retirement plans; philanthropic financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; philanthropic services, namely, advice concerning monetary donations

'administr':30,31 'advic':57 'annuiti':24 'asset':7 'behalf':48 'benefit':22 'bill':20 'charit':44 'collect':25 'concern':58 'develop':41 'donat':60 'employe':33 'estat':26 'famili':53 'financi':1,4,6,37 'give':45 'individu':51 'invest':9 'manag':8,10,14,43 'monetari':59 'name':3,16,40,56 'payment':21 'person':17 'philanthrop':36,54 'plan':5,12,35,38 'probat':29 'program':46 'retir':11,34 'servic':2,15,19,39,55 'settlement':27 'trust':13,18 'wealthi':50

TRUST POINT

Owners

Goods & Services