my Estate Planning

Estate Planning

At its core, wealth transfer isn't just about money. In addition to your assets, high net-worth individuals want to pass on their most essential and lasting values to their children, grandchildren, and great-grandchildren. Our focused approach to multi-generational wealth management respects the importance of sustaining your legacy.

We want you to have confidence that your most cherished assets can reach the people and places you hold dear. Our strategic plans help ensure your estate plans fulfill your financial goals well beyond your lifetime. As your financial planners, we will work with you to help:

Help preserve your wealth for future generations

In the event of divorce or an unexpected credit situation, it's crucial to have a plan in place that preserves your family's nest egg. We would like to help you protect what you've built for generations to come.

Recognize tax efficiencies

Though taxes are a part of life, we endeavor to make you aware of their effect on your assets. Our primary goal is to help you preserve what you worked so hard to achieve.

Collaborate with your attorney

Successful estate plans thrive on organization. While the slightest mix-up in documentation can cause significant disruptions, we consolidate your most important materials so that the transfer of your wealth can be smooth and seamless.

Provide for charitable entities

Through establishing legacies, trusts, and foundations, we can also develop philanthropic strategies to help extend the longevity of your charitable giving.

Prepare for your Life Transitions

Learn more about what we advise

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Thinking about Succession Planning?

We help business owners prepare for exit strategies

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Do you or a family member have special needs?

Through identifying your expectations and desired lifestyle, we can provide estimations of what you will likely need for the future.

Do you or a family have other special needs?

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