Legacy and Estate Planning

Will settling your estate be a simple process or protracted nightmare?

Would you rather provide for your heirs or for the government?

Will your executor be able to carry out your directives?

We determine the most appropriate strategies in seeking to minimize taxes, preserve principal, and allocate assets according to your wishes.

  • Wills and trusts, review and consulting
  • Advance care directives
  • Charitable giving
  • Gifting assets to family or others

Contact us for a no-obligation consultation today!