Estate Planning

Wealth transfer planning involves the smooth transition of wealth to the next generation or to charities. We work with you to create a master plan for the management of your property during your life and the distribution of that property at death.


Estate Planning Total Approach With Retirees Meeting a Financial Advisor

With estate planning, we’ll work together on your financial needs by creating a master plan using asset protection strategies for the management and distribution of your property. This plan generally aims to:

  • Give more control over assets during life
  • Provide care when disabled or incapacitated
  • Allow for the transfer of wealth to whom, when and at the lowest possible cost

Some of the more common concerns addressed during the planning process include:

  • Transfer of wealth
  • Minimization of transfer taxes
  • Asset protection
  • Charitable giving

Our process does not end with estate planning but coordinates your plan with your overall financial plans for your business, investments and insurance as well.


Charitable giving image with two women wearing volunteer shirts and taking a selfie

For some people philanthropy represents the very essence of giving back to the community and caring for others. We can help you with your charitable giving goals, including private foundations.

Back to Wealth Management


Estate Planning is for Everyone

Find Out Why