Estate and Generational Wealth Planning

We help our clients develop an estate plan that best executes their goals and maintains their family values for the next generation. This process is facilitated by meeting with our clients regularly to understand their complete situation and assist in creating a thoughtful and comprehensive plan. We identify and assist with the instruments necessary to meet the unique needs of our clients’ estate plans.

Throughout the process, we manage the tax implications of decisions as well as the impact of the estate administration. We strive to complete the process, meet client objectives and ensure the legal documents are securely stored. Below highlights the areas within an estate plan that our team addresses: