Estate Planning

Estate Planning is one of the most important long-range planning objectives an individual or family can undertake. Our approach is to coordinate business continuity planning with the disposition of our clients' other property.

Special attention is given to providing adequate income to dependent family members, providing for special distribution wishes including charitable bequests, and recommending professional management for property.

Since estate taxes erode property values, our experience in designing or adapting innovative tools seeks to minimize or eliminate the negative impact of estate taxes.

Our skilled staff of estate planning specialists provides options to clients which assist in refining their own plan as well as coordinating the final plan with their other financial planning strategies.