Estate Planning

Proper planning is critical to ensure that your wealth passes as efficiently as possible and according to your wishes.

  • We work with our clients to ensure the right beneficiaries receive the right assets at the right time.
  • We are the chief architects of our clients’ estate plans. We partner with your attorney to coordinate preparation of the appropriate legal documents.
  • Successful estate planning involves both creation of the plan and ongoing administration to ensure that planning strategies are maintained and updated.

We are available to provide estate administration services when a client passes away. Fees for this service are in addition to our standard fee arrangement.



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