Estate planning is for everyone; not just the mega wealthy. Proper estate planning allows you to decide ahead of time how you want to take care of your loved ones or those special organizations you belong to after you are gone. It gives you and your loved ones peace of mind. It may seem daunting to begin, but with our expertise and the expertise of our partners, we will make it as easy for you as possible so you can be confident that the important people in your life are well taken care of in the future.

Estate planning is a natural extension of a good financial plan; when you have a plan to create and maintain wealth, it makes good sense to pass that wealth on to people and organizations that are important to you. It allows you to protect what you have built, and distribute it according to your wishes. If your plan is not in place, the government puts its plan in place – and this will probably not be a good idea for anyone involved.

We work with attorneys, accountants and other estate planning professionals that do an outstanding job. We know because we’ve worked with them for many years. With their expert advice and our guidance to coordinate everything with your overall plan, you’ll be sure your family’s needs are met and your wishes are set forth at the time of your death.

Creating an estate plan is something you should not wait to do. It is not set in stone and should be revised and amended as your life changes. The best time to start planning is now so you and the ones you love can enjoy the peace of mind proper estate planning brings.

Contact us today so we can work with you to develop a customized Estate Plan to meet your needs.