Estate Planning


Our estate planning process is designed to maximize the assets you plan to leave to your family, heirs and charitable organization at your death. To help achieve this, we consider:

  • Will and trust design
  • Probate avoidance
  • Estate tax reduction alternatives
  • Titling of property
  • Beneficiary designations
  • Insurance analysis
  • Gifting strategies
  • Charitable planning
  • Business succession
  • Estate liquidity

We will work with your other advisors to coordinate a sound estate plan.


Click here to learn more about basic estate planning.

Click here to learn more about estate tax changes.