Estate Planning

Planning for the future and ensuring your wishes will be carried out doesn’t have to keep you up at night.   Work with us for your estate planning needs to ensure your assets are invested appropriately, that you have provided for your heirs, and your wealth will be transferred in a tax efficient manner. We have worked with individuals, families, and business owners to transform their success into a meaningful and lasting legacy.   Our process starts with conversations about relevant estate planning vehicles, the importance of updated documentation and ensuring our clients intentions are clearly and fully articulated in estate plans.    

Our estate planning strategies help you:

  • Pass your legacy onto your heirs
  • Grow your assets
  • Minimize inheritance taxes, including estate taxes and gift taxes
  • Protect your assets from creditors

There are a number of “non-tax” reasons for estate planning that relate to protecting existing wealth and planning the transfer of wealth through generations, including:

  • Creating vehicles that provide confidentiality and privacy
  • Creating mechanisms for the efficient funding of charitable causes
  • Ensuring the proper care of minors or disabled family members
  • Encouraging responsible behavior by future generations when they receive an inheritance
  • Providing for financial security in times of incapacity

Through our collaborative approach to estate planning, we are happy to work collectively with your estate planning attorney and other advisors to provide the most comprehensive service.