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Our team will work in direct partnership with your attorney to guide you through important decisions around how and when your wealth will be transferred.

A well-thought-out estate plan provides our clients peace of mind that their loved ones will be taken care of both during and after their lifetime. Our team will work in direct partnership with your attorney to guide you through important decisions around how and when your wealth will be transferred, who will make important decisions for you in the event of incapacity and strategies to reduce your estate taxes. 

We coordinate with your attorney on the following:

  • Beneficiary reviews 
  • Revocable and Irrevocable Trusts 
  • Power of Attorney and health directives 
  • Annual family gifting
  • Account titling

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