Estate Planning

When it comes time for asset distribution, you want the process to be as seamless as possible. We work with you and your legal counsel to prepare a comprehensive asset distribution plan, as well as help you prepare your family and any charities for the eventual transition of your estate. We work with you on family dynamics, beneficiary designations, real estate, ownership structures for business, and investment accounts.

Our goal is to help you transition your assets in the most tax efficient way possible to the people and organizations you care about most. We work with your estate-planning attorney to cover legal issues, document preparation, and to identify someone to assist with the transition of your estate. If you do not have an estate-planning attorney we will help you find someone who will be a good fit for you and your family.