Estate Planning

Making sure your everything you’ve worked for throughout your life goes to your beneficiaries in a tax efficient manner is crucial.

By working with our firm, we will coordinate with your attorney, or introduce you to someone who you determine to be the most appropriate fit for your estate planning needs. We have in-house counsel and existing outside partners who will gladly review your existing Will, Trusts and Power of Attorney to help:

  • Help maximize tax efficient opportunities as part of your estate plan
  • Help protect your assets in a trust to ensure they are distributed probate free
  • Help prevent your IRA and qualified accounts from becoming fully taxable to your beneficiaries