our Services

Estate Planning

We understand that designing your estate plan and defining your legacy is one of the most difficult and emotional components of your wealth management plan. Successfully planning the transfer of your wealth is critical to fulfilling the promises you’ve made to your loved ones.  With our deep understanding of your total finances and the tax laws, we can help avoid probate, estate taxes, and maximize the financial opportunities you provide to your heirs and chosen beneficiaries.  Together we will work to help you leave behind the legacy you desire.

  • Estate Planning Review and Strategies
  • Gifting Strategies
  • Trust Account Funding
  • Wealth Transfer Strategies
  • Estate Plan Tax Reduction Strategies
  • Planning in Partnership with your CPA or Attorney