Establishing an estate plan as part of your comprehensive wealth plan can be one of the most effective ways of lowering estate taxes while providing for your family and leaving a legacy for the future. You need a solution that remains flexible enough to allow you to maintain maximum control of your assets and enjoy them during your lifetime while you prepare for the efficient transfer of those assets. We coordinate with your attorney and CPA to implement your estate plan from beginning to end.

When you have an estate plan in place, your children or other loved ones won’t be burdened with making tough decisions on your behalf when they’re already dealing with your illness or death.

At the outset, your financial plan may not need to address all of these life events. But over time, as your circumstances and priorities change, we’ll work with you to adjust your plan accordingly.