Estate Planning

REDUCE the taxes and expenses of your estate, SIMPLIFY and speed the transition of your assets to the next generation and ensure that your beneficiaries are PROTECTED

From wills to insurance to probate: it’s all about protecting your assets and the ones you love.  Planning is required for the smooth transition of your assets yet for both parents and adult children, confronting the prospect of each other’s deaths can be uncomfortable yet this conversation and planning is critical. 

Our role is to understand what makes sense for you and work with your legal and tax advisors to customize your plan.  If you don’t have legal or tax contacts you work with we can help you find some trusted specialists to ensure all aspects of your financial and personal affairs are looked after.