Estate Planning

Strengthening your family’s financial future is an important, but often complex, process.  Thoughtful planning is needed to preserve a business, steward assets and help safeguard family values.

We know that this type of planning is challenging to face and easy to put off. We help you prepare for your meeting with an estate planning attorney by discussing the issues you are likely to face and explaining common options.

What does our Estate Planning process encompass?

  • Create (or update) an effective and manageable plan in coordination with qualified tax and legal counsel to support your intentions.
  • Facilitate the process of deciding how your wealth is distributed.
  • Assist with the common issue of fairness when transferring assets.
  • Create a plan that considers your succession plan and fosters family harmony