Estate Planning

Helping you and your loved ones
carry out your wishes

Estate Planning

Estate planning is a process where we work closely with our clients to ensure that their estate is being distributed in accordance with their wishes after they have passed away. A successful estate plan starts with a clear understanding of the client's goals, as well as their current and projected financial circumstances. A well drafted estate plan clearly establishes who will take what, at what time and under what conditions. Finally, while taxes should never solely dictate an estate plan, tax consequences are always carefully considered and minimized to the greatest extent possible.