Estate Planning

Estate planning, sometimes referred to as legacy or succession planning, is an ongoing process based on changes in the law and your personal objectives. This is where our personal relationship with you can really make a difference. We offer financial strategies designed to efficiently manage the transfer of wealth from one generation to the next. We work collaboratively with you, your family and your tax and legal professionals to establish a strategic financial plan for passing the assets you accumulated over your lifetime to future generations of your family.