Estate Planning

Whether you have nothing, or everything, everyone needs a plan – a strategy to help make sure who you want to receive your estate when you pass actually receives it, a strategy to help make sure you are passing your wealth on to the next generation effectively, a strategy for helping to ensure the charities of your choice get to benefit from all the success you have had in your life.  Estate planning needs to happen throughout your life, as your situation and goals changes, as tax laws change, and as your family or business grows.  We can help with everything from ensuring you have the basic documents in place, to helping you devise a creative plan to reach your non-traditional goals.  

Services we provide:

  • Review of your estate documents
  • Coordination of your financial plan with your legal team
  • Electronic vault storage of your important documents
  • Advanced strategies and techniques to meet your goals tax-efficiently 


Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney, and/or CPA. Consult them for specific advice on legal and tax matters.