Estate Planning

Estate Planning helps clients secure a more comfortable future. Protecting your wealth and assets involves taking advantage of a diverse array of financial solutions tailored to your long-term needs. You may be budgeting for the mortgage on a new home or learning to manage newfound wealth. Now it's time to look toward the future to help protect your assets. As you think about ways to minimize your taxes, fund your retirement, and protect loved ones, you can work with us to make the process easier.

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If you become incapable of managing your affairs while you are alive, will your finances continue to be managed effectively?

Proper Estate Planning can help you anticipate your future needs and pass on more of your wealth to family and charities in a tax-efficient way. It can take into consideration the special concerns of families with minor children, business owners who need to address succession planning or grandparents who would like to help their grandchildren go to college. With an estate plan in place, you can pass on a legacy, not a tax burden, to your heirs.

Estate Strategies 

Asset Protection

Distribution Strategies

Tax-Efficient Strategies

Business Succession Planning

Charitable Giving

Legacy Planning

Important Documents

Living Will

Revocable Living Trust

Irrevocable Life Insurance Trust

Financial Power of Attorney

Advanced Medical Directive

Durable Power of Attorney for Healthcare


Term Life Insurance

Permanent Life Insurance

Long-Term Disability Insurance

Long-Term Care Insurance


A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.