Guiding You Through the Grief
The death of a loved one can lead to many unwanted consequences, especially in regards to finances.
Our estate planning services include:
Through it all, we are your dedicated partner and advisor — committed to protecting you from further distress and disarray so you can focus less on stress, and more on celebrating your family member’s legacy.
Estate Planning and Implementation
After thorough evaluation, we’ll work with your attorney to implement your estate plan.
We’ll work with your chosen executors and trustees to help distribute your estate as smoothly as possible.
Trust Fund Management
We’ll help prevent family tension, clarify any confusion and guide the fund’s overall distribution.
Estate Tax Funding Strategies
Avoid making detrimental mistakes after their passing with tailored strategies that offer more than one way to pay your dues.
Unique Gifting Strategies
Enjoy personalized recommendations to gift their wealth that will help make sure every dollar ends up in the right hands.