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Estate and Trust

Fully invested in your peace of mind

Estate Planning

Provide your loved ones with peace of mind by maximizing the after-tax value of your estate and distributing it in an orderly and equitable manner.

Estate Settlement

Relieve your beneficiaries of the complex, time consuming and stressful job of being your estate's executor.

Trust Planning

Create long-term financial security by ensuring that the needs of your dependents are always met, in sickness or in health.

Contact an MD Advisor

Talk to an MD Advisor today for all your financial and practice needs.

Important Information

Important tax and rule changes to testamentary trusts effective January 1, 2016.

Find out more


Enjoy the satisfaction of being able to give a meaningful gift to a valued alma mater, medical institution or charitable cause.

Contact an MD Advisor to discuss your options.