Estate Planning

We can offer important guidance in planning for the management of your assets at the end of your life.  Whether you are concerned about protecting your loved ones, providing for the productive use of your assets at death or avoiding the transfer of your wealth to government through estate tax, we can help.  Our goal is to help each of our clients achieve total financial independence, which includes ensuring that your assets are managed according to your wishes at death.  Having a well-developed estate plan is important no matter how large or small your estate might be. 

We can offer you estate distribution planning, estate tax planning, insurance services, trust management and beneficiary asset management.  If you need life insurance or long term care insurance to meet your objectives, we can help you find the right policy and provider.  We will also work closely with your estate attorney to ensure that you have a comprehensive plan that will meet your objectives. 

We work closely with qualified estate planning attorney’s and provide a team based approach to developing your estate plan.  We act as an advocate for your family through the process.  We can help bridge the necessary complications of the legal profession with the tax, investment and emotional factors that impact your estate plan.