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Estate Planning

We've set up Estate Plans for countless families over the 25 years we've been in business, and many of those we have had the privilege of seeing to completion.  When a client passes away, we help their heirs sort out their accounts and estate according according to the Estate Plan we helped them put into place during their lifetime.  Because having a proper Estate Plan leaves no room for question or discussion, and avoids probate courts, this has allowed for a seamless transition of wealth for our clients' families.  This takes great burden off of families by allowing them the ability to grieve and remember their loved ones, rather than deal with the worry and struggle of settling an estate on their own.

We understand that you probably had someone on your heart when you decided to leave a financial inheritance, whether it be your children, grandchildren, or a charity whose cause you support.  We want to help you ensure that your financial legacy goes to the people or organization that you wanted to leave it to.  NOT to:

  • Taxes
  • Lawyer's fees
  • Court fees

If you don't have an Estate Plan in place, let us help you set one up and make sure all of your assets are covered.  If you already have an Estate Plan, we would be happy to review it with you to make sure it still fits your vision for the future.

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