Estate Planning

The purpose of estate planning is to ensure your wishes are carried out.

We’re not lawyers and we don’t write wills and trusts, but we know how to have a conversation about what’s important to you. This conversation is at the intersection of estate, financial and tax planning.

In addition to discussing transferring assets at death, many clients are enjoying the process of transferring some during life. This way they can see the benefit to a favorite charity or higher education of a loved one.

In addition to facilitating the discussion, we can serve as the quarterback of your estate team by collaborating with other professionals such as attorneys and accountants.