Estate Planning Services

A detailed estate plan ensures your wishes are met and taxes are minimized.

In estate planning, it’s important not only to establish your overall goals but also to employ strategies that preserve family wealth as it passes from one generation to the next. Because taxes play a huge role in determining the true value of what you pass on, we carefully evaluate their impact and develop plans for tax-efficient wealth transfer.

Our team approach means you’ll get the insights you need from the appropriate specialists, whether that involves valuation and exit planning for your business, help setting up and managing trusts or detailed gift planning – or a combination of approaches to achieve everything you want. We also coordinate services with the other financial professionals and attorneys that you work with to ensure your plans are implemented smoothly.