trust and estate planning

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For over 25 years, we have worked side-by-side with estate planning attorneys to create legacies for their families.  Our journey with the client begins with an initial discovery meeting.  Our philosophy is to get to know and understand where the family stands at the time of the meeting, and how they want to pass on the assets they worked a lifetime for.

For some clients, it may be simple as immediately passing their estate to the beneficiaries upon death.  For many, the plan may consist of methodically passing on assets to their future heirs over time.  We specialize in structuring estates to pass on assets efficiently by both minimizing income taxes and ease of distribution to beneficiaries.