Preserving wealth is as essential as creating it. As financial planners, the most common mistake we see is an inadequate or incomplete estate plan. As provided under current law, clients can be fully assured that their family is taken care of in the manner that they choose, that assets are distributed based on their wishes, that privacy is maintained, and that income and estate taxes are minimized. Most importantly, a proper estate plan that is carefully crafted and implemented can prevent administrative complications in the event of incapacity or disability.

We work closely with estate planning professionals and are happy to make referrals. We have experience with these groups and feel confident that they are competent and reliable.

Carefully coordinating your estate, tax, insurance, and investment affairs is part of the service our practice offers. By maintaining relationships with other professionals in the legal and accounting fields, we make sure you have access to a team of specialists who fully understand your financial situation.

We are not attorneys, and may not give legal advice. Clients should consult with a qualified attorney before implementing any estate planning advice.