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Estate Planning Solutions

  • Comprehensive analysis and review
    of estate tax strategy

  • Integration with client’s lawyer
    and accountant on trust and estate
    strategies

  • Consultation on philanthropic goals
    and implementation of
    gifting strategies

Comprehensive Estate Planning

Tax and estate planning strategies require disciplined preparation, informed decision-making and customized solutions. We begin by conducting an intensive review of your current and projected financial situation. We then develop a plan to help ensure your assets are distributed to your beneficiaries as you intended, both tax- and cost-efficiently. We work with you to determine the most appropriate use of trusts, gifting programs and other strategies to help protect your assets for future generations. Furthermore, we collaborate with your estate planning lawyer and accountant to gain consistency across your overall financial plan.

Trustee Services

Trusts provide control over your assets during and after your lifetime, offering safety and security of your future and the future of your family. We can help you interpret and execute the terms of a trust as well as manage the assets. We also can offer advice on trustee selection and provide trust accounting services.