Estate & Trust Planning

Estate planning is about building, retaining and passing on your wealth to the next generation. Leaving a lasting legacy. Having a comprehensive plan to cover all stages of life is crucial to achieving your personal vision. Ever-changing laws and regulations make estate planning a dynamic field, involving a variety of planning priorities and opportunities. The good news, it’s never too early to beginning planning.

Regardless of the size of your estate, we can help you customize a plan specific to your financial environment. We will work in conjunction with your attorney, financial advisors, and insurance agent to provide the best advice to conserve your assets and ensure distribution in accordance with your wishes. Our estate and trust planning professionals will utilize an assortment of planning vehicles such as family limited partnerships, trusts and charitable entities to achieve your desired outcome.

Rest assured in knowing our top priority is our clients. Our mission is to provide for a smooth transition for all parties involved.

Ask our team about:

  • Tax planning and compliance
  • Business valuation services
  • Gifting and trust strategies
  • Business continuation, succession and exit planning
  • Estate planning services
  • Education planning
  • Retirement planning
  • Long-term care planning
  • Family limited partnerships
  • Asset protection
  • Wealth transfer/estate tax analysis
  • Assistance with estate and trust administration