When we sit down with you to begin your estate plan, we start with one simple question: What do you value most in life? We believe that more than any other aspect of life, the values you hold dear should drive your decisions and determine your legacy.
Effective estate planning can help you while you’re very much alive and well, protecting your assets now, and providing income while you’re enjoying retirement. Our approach includes working closely with tax and legal professionals to make sure all of the pieces of your plan work together for you and your loved ones’ benefit.
Our experience is that even modest estates need careful planning. Through various tax reduction and asset protection tools such as annual gifting, life insurance, trusts and charitable donations, we help you provide for your own needs while ensuring that the bulk of your assets will be distributed according to your values and wishes.
Request a consultation so that together, we can begin your plan.