Estate Planning
Estate Planning

While an estate plan doesn’t pass on your memories and experiences, it can help to pass on your assets in a way that reflects your values, goals and the full life you have lived. Estate planning can also help you take care of your family when you’re no longer able to do so yourself.

Our estate planning services are available to you when you bring us into the process at each important life event. Effective planning happens throughout personal life changes such as marriage, the birth of a child, divorce, substantial changes in your net worth, or moving to a new state.

Let our team of Accredited Estate Planners (AEP) and Certified Valuation Analysts (CVA) help you ensure that your loved ones avoid an expensive and time-consuming process after you pass away.

  • Analysis of assets
  • Asset protection planning
  • Asset valuation
  • Business succession planning
  • Retirement planning
  • Charitable planning
  • Consideration of life insurance
  • Wealth transfers to beneficiaries