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Wealth Transfer & Estate Planning

There are many different types of legacies that can be left to families, friends and the causes that one supports. Although some of the most impactful and lasting legacies may have nothing to do with finances, preparing financially for the transition of assets is vitally important. Just as it takes time and effort to build a financial legacy, it also takes time and effort to prepare an estate plan to provide for loved ones and distribute wealth either during a person's life or at their passing.


We work in partnership with our clients to create a comprehensive net worth statement which is updated frequently. This document is an invaluable tool which helps organize our clients' financial information and highlights estate planning opportunities and issues. Having this clear, concise picture of a client's comprehensive net worth allows us to strategize and create actionable tasks to formulate an estate plan that meets all of a client's goals.


Estate planning is a continual process that needs to be reassessed and updated as life circumstances and laws change. We collaborate with estate planning attorneys to identify and incorporate legally actionable strategies - such as the creation of wills, trusts, health care directives and powers of attorney - to ensure that a client's wishes for their estate are met.


The execution of the estate plan can be complicated, time-intensive and emotional. A well-prepared and thoughtful estate plan is one of the greatest gifts a person can give to their loved ones. We provide our clients the peace of mind and comfort of knowing that their financial affairs are in order, allowing them to fully enjoy today. Then, when the inevitable happens, we assist our clients' loved ones through the estate administration process, minimizing stress during a very difficult time.

More Services:  > Risk Management & Insurance

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