Financial Planning Services:

Estate Planning

Worrying about the care of your family after you are gone…feeling anxious about leaving too much, too soon, to your children…being afraid of making costly mistakes…

Estate planning is an essential component of everyone’s planning. We spend time with you to understand your wishes and concerns regarding the disposition of your assets.

Estate taxes are not the only threat to your heirs’ financial security. Having a will is often not enough to prevent substantial erosion of your life’s work. We provide advice on issues including property ownership, asset protection, distribution strategies, and charitable giving plans. Our clients want to pass their values on to the next generation, not just the value of what they own. We spend the time necessary to explore the dynamics of your family and can help to communicate the estate plan to your heirs, if you wish. Our work will help you organize your affairs now, making it easier for those you leave behind.

Working closely with your attorney, we will help you implement your estate plan.