Estate Planning is the process of managing the burden of financial abundance.  You must determine who will benefit from your excess wealth and if you don’t think it through, someone else will do it for you. We understand that estate planning requires communicating details that depend on trust.  We work closely with you and your legal advisor to ensure that your wealth has meaning and your privacy is protected.

In the Estate Planning process, we will:

  1. Talk openly & securely about the dynamics of your family or business.
  2. Organize & prepare all essential financial documents saving time and money on the legal side.
  3. Review how your accounts are titled & beneficiaries are assigned.
  4. Attend all meetings with your attorney to ensure decisions are carried out in accordance with the legal documents.