ESTATE PLANNING

Our office offers a full range of trust and estate services to assist clients with wealth preservation and to enable our clients to pass assets to their families and other beneficiaries in the most appropriate and tax-efficient manner. There are many different methods used for estate planning, ranging from a basic will to a complex series of trusts. We recognize that estate planning is not a one-size-fits-all approach and we work with you to provide thoughtful and comprehensive advice to best achieve your ultimate goals. You will determine who takes care of your affairs if you are incapacitated, who will receive your assets upon your death and how those assets will be distributed, and who will take care of your minor children if something happens to you. There are many things to consider when planning for the future and our mission is to create an estate plan that is uniquely tailored to you and your family's needs.