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Estate Planning

Preserving wealth from one generation to the next can be complex and time-consuming. Guidance from a competent, experienced advisor can go a long way toward helping make sure your financial success is shared with your family, friends and the charitable organizations you designate, according to your wishes.

We have helped generations of families develop wealth transfer strategies that seek to reduce estate taxes while pursuing specific legacy and charitable giving goals.

  • Legacy Planning often includes many non-monetary considerations that need to be documented or communicated to loved ones.

We can help you articulate your estate planning goals and will work closely with your tax and legal advisors. This ensures that your financial strategy reflects your estate planning needs. If you prefer, we can provide referrals to outside professional advisors adept at the intricacies of estate and tax planning. Whether you use a trust or another method for accomplishing your long-term estate planning goals, we can assist you in navigating and simplifying today's complex estate planning landscape. These services include:

  • Comprehensive personal estate planning
  • Comprehensive business transfer
  • Gifting strategies to family members and/or charities
  • Generation skipping transfer strategies utilizing trusts
  • Estate discounting methods for efficient wealth transfer
  • Insurance planning to help protect assets or create wealth for heirs