Estate Planning

The transfer of wealth through an estate is the method by which legacies are built. Estate planning allows for the orderly distribution, administration and management of an estate. An estate plan aims to maximize the value you pass on to the next generations by minimizing taxes and other expenses.

We work with your legal counsel and tax advisors to coordinate an estate plan that prioritizes preserving your family legacy for your children and your grandchildren. One goal motivates our estate planning solutions: to keep the wealth you worked a lifetime to earn in your family, where it belongs.

Estate Planning Services

  • Wills and trusts
  • Asset titling
  • Beneficiary designation
  • Family business planning
  • Powers of attorney
  • Charitable planning
  • Gifting strategies