Estate Planning

You’ve worked a lifetime to build an estate and without proper planning our tax laws can quickly dismantle it.  We utilize our years of experience to help our clients navigate this complex process, working closely with your legal, tax and financial advisors. Once your goals are established, we provide a thorough analysis of strategic alternatives for wealth transfer and estate planning which could include, tax reduction and gifting strategies, charitable giving ideas and estate analysis and conservation.  Often times clients are not aware of the role properly structured life insurance can have in regards to estate conservation, wealth transfer and tax minimization.  Let us assist you in putting together an estate analysis and planning solution to meet your goals.