Estate Planning

Our Clients will receive a complimentary review of their estate documents.  By educating our client's on all the advanced planning strategies available, we make sure they fully understand what options are available to maximize wealth transferred and minimize estate taxation. 

Estate planning is most effective when the family and the attorney draft documents that best resemble the family's values, goals, and wealth transfer needs.  Whether it be a Dynasty Trust, a Family Foundation or other less involved strategies we will be there to help. 

We work with very capable local estate attorneys and nationally recognized attorney who specialize in more complex planning.