You’re never too old to learn something new, and you’re never too young to start estate planning. Even if you’re healthy, have few assets or think your loved ones will know what to do when you pass, estate planning is critically important. It’s one thing you can do right now to make sure that your wishes are made known and your loved ones are protected when you’re gone.


The decisions you make during estate planning determine what happens to your assets in your later years and after your death. Participating in estate planning allows you to minimize your estate tax liability, which means more of your money passes to your heirs. It may also protect your heirs from the costly and time-consuming probate process.

Because each client is unique, each case is unique. Our advisors will guide you through all the financial elements of your estate planning experience. Together, we’ll create a comprehensive plan that works for you, and we’ll make sure that all the necessary documents are in place to protect as much of your estate as possible.


The process requires both financial and legal planning. An experienced attorney working on your behalf may draft a power of attorney, establish a will or trust and draft medical directives as part of estate planning. When you work with financial advisors and attorneys separately, miscommunications may arise that make estate planning more frustrating and drawn out than it needs to be. As part of our holistic approach, we work with several attorneys who specialize in estate planning. We also recognize that some clients prefer to work with their own trusted lawyers, and we’re happy to work with them.

Of all the services we offer, we know that estate planning is one of the most personal. It involves your legacy, your loved ones and the culmination of your life’s work. Our team strives to be as accommodating and supportive as possible during this process.


Services include:

  • Estate tax planning
  • Coordination and drafting of estate planning legal documents with our trusted team of external attorneys
  • Minimizing your estate tax burden
  • Generational wealth transfer planning
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