Legacy and Estate Planning

Will settling your estate be a simple process or protracted nightmare?

Would you rather provide for your heirs or for the government?

Will your executor be able to carry out your directives?

We determine the most appropriate strategies that help minimize taxes, preserve principal, and allocate assets according to your wishes.

  • Wills and trusts, revocable and irrevocable
  • Advance care directives
  • Charitable giving
  • Gifting assets to family or others