Estate Planning

The most effective estate plan is one that reflects your desires and objectives and is able to enhance and maintain financial freedom for you and your family.

As an important component of your ongoing financial plan, your estate plan should provide you with financial freedom you seek during your retirement years, facilitate the intended and orderly disposition of your assets at death, as well as minimize the burden imposed by taxes.

When it comes to managing your wealth, you've arrived at the next leg of your journey. You've built substantial financial assets you want to preserve and direct to the next generation. You need to finish the journey with intelligent guidance from someone who knows what it takes to succeed.

As financial planning professionals, we can assist you and your attorney in coordinating your estate plan with your overall financial and retirement plans. We want to ensure that decisions in one area do not inadvertently affect another area in your overall plan. Coordination of efforts between various professionals will help insure financial independence throughout your life, as well as the tax-efficient transfer of wealth to the next generation.

Additionally, we can help you with a wide variety of advanced estate planning solutions designed to address all aspects of your financial interests.

We welcome the opportunity to serve you and your family. Please contact us for a personal, no obligation consultation.