Estate Planning

Someone is sitting in the shade today because someone planted a tree a long time ago.

– Warren Buffett

Knowing that the wealth that you have accumulated in your life can benefit others after you are gone is the ultimate satisfaction. But for most, a simple will may not be enough. You need a carefully crafted estate plan in order to control your assets while passing your wealth on to your beneficiaries efficiently and in keeping with your personal values, objectives and wishes.

We work with you to develop a customized estate plan that includes estate tax reduction strategies, wealth replacement strategies, trust services, philanthropic considerations and more.