Transferring your wealth and preserving your legacy

Whether it’s providing income for a spouse, educating children or grandchildren or leaving money to your favorite charity, proper estate planning can ensure that your assets accumulated over your lifetime are protected and preserved for the use you have intended.

A poorly developed estate plan can cost a family millions of dollars in unnecessary taxes. We can offer financial strategies designed to efficiently manage the transfer of wealth, and its related tax issues, from one generation to the next.

By coordinating our efforts with your tax and legal professionals and working closely with you and your family, we will strive to help you establish a financial tradition that can be passed on for generations.