Estate Planning and Transfer Planning

Planning for your financial well-being provides more than just benefits to you directly. It also benefits your heirs and those you care about. As we discuss your ideal estate distribution plan, we'll help you better understand how your estate’s distribution is currently designed and also help you identify other possible considerations. Often, we find clients have only partially completed their estate planning and find various tasks/objectives that have yet to be implemented.

We will facilitate communication with your current estate planning attorney to stay abreast of laws and regulations that will impact your estate and wealth transfer strategies. We will assist in the completion and implementation of your estate planning to ensure a purposeful transition of wealth from one generation to the next.