Find peace of mind knowing the life you live will leave a lasting impression on the ones you care about the most.

A strong estate plan can protect your family’s financial security, and ensure your wealth supports your values after your death. Our team of expert life and wealth management advisors is committed to compassion, trust and professionalism, and will work with you to create a plan that takes all of your goals and desires into account. This starts with a solid plan that clearly details the steps you will need to take to ensure a smooth transition.

Estate planning can be an emotional process. However, these challenging conversations will help your loved ones when they need it most.

To successfully start this process, we look at your personal financial situation and analyze opportunities to reduce or eliminate tax, along with any other administrative expenses, during the transfer of your estate. Taking this approach will ensure your family assets are protected from creditors and litigation while also aiming to minimize the cost of legal probate fees.

Estate Planning and Wills

There are many components to consider when planning your estate, such as who will be your executor, the recipients of your assets, who will be the guardian of your children (if applicable) and much more. Your plan should look at options for elements such as powers of attorney and our step-by-step plans will help identify those areas of need.

While you’re living, we can help you determine preferences around medical care should you no longer be able to express informed consent. If you have complicated family situations, planning your estate ahead of time and with a team of experienced professionals is the best way forward. We will also factor in any philanthropic goals and values.

Allow us to help you navigate these delicate considerations. Contact our Estate Planning team today to discuss how we might be of service to you.