April works primarily with high-net-worth individuals on estate, gift and fiduciary accounting, philanthropy planning, and compliance. Her years of estate and trust administration experience as well as being a CFP have allowed her to see all aspects of estate, tax, and fiduciary accounting. April has been known to address client problems and concerns with a multi-disciplinary approach that allows her to produce integrated solutions for multiple aspects of her clients’ lives.
Years of Experience
Hood College, Bachelor’s
Professional & Civic Leadership
Community Foundation for Palm Beach and Martin Counties, Professional Advisory Committee
Certified Financial Planner (CFP)
INSIGHTS FROM April Hicks
Potential Proposals on the Horizon: It’s Time to Prepare Your Estate...
The Basics of Grantor Retained Annuity Trusts
What Role Does Life Insurance Play in Estate Planning?
The Basics of Spousal Lifetime Access Trusts
The IRA: A Solid Estate Planning Tool in Times of Uncertainty