Establishing an estate plan is an essential part to protecting your wealth, caring for the individuals you love, and supporting the causes you believe in.

Back to What We Do For You

Estate Planning

We will review existing estate structures to ensure they align with your goals or recommend an estate plan if none has been created.

  • Review of current wills and trusts for alignment with goals
  • Identify applicable tax minimization and wealth transfer strategies
  • Verify beneficiary designations and asset titling/ownership
  • Review and recommendation of charitable giving structures
  • Coordination of document preparation with qualified legal counsel