Estate Planning

The importance of having an estate plan in place is paramount to an efficient transfer of wealth to your heirs or a charitable organization.

Without one, individuals must go through the costly and time consuming process of probate court as well as be subject to heavy estate taxes imposed by the government which can significantly reduce what is passed down.

Whether you interest is Philanthropy or creating your own family Legacy, we work with your trusted Legal advisors to transfer the wealth in the most tax efficient manner implementing strategies with goal of providing benefits to those you care about the most.

No matter how small your estate is estate planning is essential to help protect assets from probate court. A living trust is usually established to help distribute assets in the fashion that you desire.

Our office is here to help you understand what estate planning means to you, and we work with your estate attorneys to help ensure that they set up and keep in place an efficient plan for passing wealth to heirs. We also work with them to help minimize taxes and maximize potential benefits to each client's intended recipients, including both individual and charitable beneficiaries. We also provide multigenerational life planning for many of our clients' families. 

We suggest that you discuss your specific situation with an qualified legal advisor.

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
Learn More
Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.
Learn More
When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.
Learn More
Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Learn More