Estate & Legacy Planning

Preserving wealth from one generation to the next can be complex and time-consuming. Guidance from a competent, experienced advisor can go a long way toward ensuring your financial success is shared with your family, friends, and the organizations you designate.

We will help you articulate your estate planning goals and we will work closely with your tax and legal advisors to ensure your financial plan reflects your estate planning needs. Whether you use a trust or another method for accomplishing your long-term estate planning goals, we can assist you in navigating today’s complicated tax and estate laws.