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Estate Planning

Designing appropriate estate planning strategies is challenging, given multiple gifting objectives, a variety of assets, unique family circumstances, and uncertainty about the future.

Estate planning can be complex, but not planning, frankly, can be irresponsible. We can assist in developing a personal estate plan that reduces or eliminates estate taxes, considers the use of trusts, and incorporates gifting strategies. We will also review beneficiary designations for tax-qualified plans and insurance to ensure they are consistent with your estate planning goals. We work closely with your estate attorney to assure legal, financial, and personal perspectives are all taken into account in devising your estate plan.

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