Your estate plan reflects more than finances. It captures your values, relationships, and long-term vision. At Sorren, we listen and guide you through the complexities of estate, trust, and gift taxation and planning with clarity and care.
Whether you’re preserving generational wealth, fulfilling fiduciary duties, or planning meaningful giving, our team brings the insight and foresight needed to support your goals. We work in close coordination with your legal, financial, and other advisory partners to build a plan that’s thoughtful, cohesive, and true to your intentions.
With Sorren, you get more than a tax plan. You gain peace of mind knowing your legacy is protected and your wishes are honored.
You’ve worked hard to build your wealth, and now you’re thinking about what comes next. Whether you’re navigating estate planning for the first time, administering a complex trust, or seeking tax-efficient ways to support the next generation, we’re here to help. Sorren will work with you as part of your team to preserve legacies, minimize tax exposure, and protect what you care about.
Our clients include:
Individuals, families, and multigenerational households
Business owners and investors
Fiduciaries and Executors managing estate or trust assets
We help you make confident decisions about your estate, trust, and gift planning with a clear eye on your goals. Our team brings deep experience in income, gift, estate, and fiduciary tax, with strategies designed to safeguard your assets, reduce risk, and align with your legacy.
Sorren will work with you to:
Build a thoughtful plan for the future. We take the time to understand your goals, relationships, and responsibilities. From reducing estate tax liability to avoiding unintended consequences related to provisions in documents, we help you create a plan that supports your wishes—now and over time.
Make the most of current exemptions. With gift and estate tax thresholds subject to change, our proactive approach helps you take advantage of today’s opportunities while staying prepared for tomorrow’s uncertainty.
Support fiduciaries and executors with administration and compliance. Acting as a trustee or executor carries real responsibility. We help you navigate the technical and practical aspects, including tax planning and compliance, and valuations for tax reporting and tax basis change results.
Manage complexity with care. Whether your estate spans multiple states, includes dynamic family relationships, includes international assets or beneficiaries, or involves closely held business interests, we anticipate challenges and bring clarity to your decision-making.
Plan for giving that reflects your values. We help you structure charitable giving strategies that are both meaningful and tax-efficient—whether through direct donations, private foundations, or donor-advised funds.
Stay compliant, year after year. From gift and estate tax returns to fiduciary income tax filings, we handle the details so you can focus on your broader goals.
Consult with your team. We provide second opinions for other professionals that support you like attorneys, tax advisors, wealth managers, etc. to strategize and implement cohesive plans.
Let us connect you with one of our partners to start a conversation, the first step in uncovering what matters most to you.
