Estate planning creates a master plan for the management of your property during life and the distribution of that property at death. As provided under current law, with only a few strokes of a pen, you can grant more control over your assets during your lifetime, ensure that your loved ones are taken care of with a smooth transfer of wealth, maintain your privacy, and prevent administrative complications and provide care in the event of incapacity or disability.


More complex issues may also arise out of family dynamics. For example, you may find yourself facing difficult questions about planning for children of a previous marriage, equalizing inheritances fairly, or retiring from a business.

We offer our expertise to arrange family meetings and educational opportunities for the next generation. Education is a key component of what we do, whether that involves guiding investment planning with your children as they launch into life, trust planning to keep them from depleting the legacy you created for them, or engaging them fully as clients themselves.

Stay educated on your estate

While we do not prepare estate planning documents, our team keeps abreast of developments that may impact estate plans. We can help you better understand important concepts and help prepare for a consultation with a qualified estate planning attorney. Our services in the estate planning process include:

  • Review estate planning documents and discuss potential strategies
  • Prepare a summary/flowchart of your estate plan
  • Analyze estate strategies
  • Coordinate with and provide data to your estate planning attorney
  • Facilitate changes to beneficiary designations and retitling of accounts
  • Consult on and assist in estate administration