Estate Planning Services

With the current estate tax, the government can take a significant portion of your estate through taxes when you haven’t planned accordingly. Our personal financial advisors can work with your legal advisor to design estate planning strategies to lower your tax obligations and reduce probate expenses so you can achieve your personal objectives, such as preserving more wealth for your heirs. Our tax specialists and estate planning experts will help design and manage a plan that is right for your specific circumstances.

  • Experience Counts

    We’ve been here for a while, 1949 to be exact. Having a solid, longstanding presence further enhances the trusting relationships we have with our clients. Our reputation precedes us in each of the markets we serve.



  • Secure File Transfer

    Secure File transfer

    Email can be a bummer when trying to send large electronic files back and forth. No worries about files to large not making it through or taking up too much space in your inbox, use our secure file transfer site to send files to your contact at HbK.



  • We Promise

    HbK PromiseThe HbK Promise was developed so all team members knew what drove our organization to success. Working together sets us apart from our competition. See the Promise here.