A thoughtful and well-designed estate plan is one of the most important parts of a long-term financial plan. This piece can often take the longest amount of time and be the most difficult to discuss with your advisor. We work to define your wishes and bring together the best resources to execute a strategy to pass assets on to your beneficiaries or the next generation.

Our analysis aids in determining the timing and structure of gifts and asset transfers. We will work with you and your attorney of choice to ensure that your last will and testament reflect your wishes and factor in tools such as healthcare proxy, durable power of attorney, trusts, and other concerns including taxes.