Estate Planning

Planning for the future and ensuring that your wishes will be carried out doesn’t have to be a worry. We’ll connect you with our strategic partners that will ensure that your assets are invested appropriately, that you have provided for your heirs, and that your wealth will be transferred in a seamless, most tax-efficient manner. The experience of our partners will enable our clients to take their estate plans to highly sophisticated levels.

• Elder Care
• Estate Conservation Strategies
• Trust, Wills, Power of Attorney & Health Care Proxies
• Medicaid & Medicare Planning
• Trust Planning
• Tax Minimization, Probate Avoidance & Gifting Strategies

We understand the issues you face, and we can help you address them in a thorough and disciplined way so that you can leave a meaningful and lasting legacy.