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Estate Planning

Estate Planning

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When planning the transfer of wealth to successive generations, you need advisors who are adept at the intricacies of federal and state estate and gift tax laws.

Our professionals are experts at uncovering tax-advantaged avenues for clients who wish to pass on more rather than less. We listen to you and weigh the roles of income, gift and estate tax planning to choose vehicles appropriate for you. Our services are comprehensive and coordinated, covering related topics of wills, and trusts of varying kinds. You get the benefit of our in-depth experience and personal service for an estate plan that is arranged and executed to your wishes. And, of course, the peace of mind that comes with it. 

Estate Planning Services

  • Review of estate plans, including wills, trusts, beneficiary designations, etc.
  • Evaluation and use of various types of trusts
    • Trusts under will
    • Living Trusts
    • Charitable Trusts
    • Asset Protection Trusts
  • Planning for Family Education
  • Recommendations based upon your specific family needs

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