Estate Planning

Our estate plans ensure your assets will go where you intend.

Every family and every estate is unique. We take the time to get to know you, your priorities, and your concerns. We’ll help you define your goals, evaluate options, and advise on estate planning documents, including: wills, trusts, advance directives, and health care and general powers of attorney.

Our planning is designed to transfer the assets of your estate to heirs the way you want and reduce (or eliminate) taxes at time of death. As you accumulate wealth and circumstances change, we’ll advise you on your estate plan as necessary. At every step, we’ll be there with you.