We can help you protect and direct your assets according to your wishes.

Estate Planning Services

We help clients with estate planning to ensure their assets are titled properly, protected from estate taxes, and left in control of their intended heirs.

Too often, even the simplest estate plans (wills + powers of attorney) are never completed. In coordination with licensed attorneys, we help facilitate the estate planning process to ensure that our clients’ wishes will be carried out in the event they become deceased or incapacitated. 

Some of the estate planning issues we assist clients with include:

  • Multi-Generational Planning
  • Estate Tax Reduction Strategies
  • Account Ownership and Beneficiary Evaluation
  • Transfer of Death Documents
  • Coordinating with Attorneys for Wills, Trusts, Powers of Attorney

We know the estate planning process can be confusing and intimidating, but we firmly believe in the importance of getting these key documents in place. That is why we offer to accompany our clients at each estate planning meeting as they discuss their wishes with their attorney. We will help you ask the right questions to get your estate plan done properly.

Once your estate plan is complete, we’ll help you monitor your plan and will periodically discuss the potential need to update beneficiaries, trustees, agents, etc. 

If you don’t have an estate plan or feel like yours might be outdated, click the button below to schedule a 15-minute call with us.

Step #1: Schedule 15-Minute Phone Call

Additional Estate Planning Resources

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No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.