What We Do

Estate Planning

We work with you to design a trust and estate plan that aims to preserve your wealth and pass it on to future generations in the manner you choose—seamlessly and with no surprises.

Our estate planning team assesses your unique financial and family dynamics. Then we walk you through your various estate and gift planning options. Together, we craft a thoughtful plan that gives you peace of mind in the present, while securing your family’s future.

Your personalized estate plan is designed to:

  • Leave a legacy that reflects your values and priorities.
  • Consider the differing needs and situations of your loved ones, ensuring that all of your heirs will be cared for.
  • Minimize costs and taxes, as well as hassle and delay for your heirs.
  • Maximize financial gifts to the charities and other organizations you wish to support.
  • Specify your end-of-life preferences with a living will and advanced health care directive.

Once we’ve identified your objectives for your legacy, we partner with attorneys specializing in estate planning to draw up a Will, establish Trusts as needed, designate an Executor and Trustees, and sign Power of Attorney and Healthcare Proxy Documents.