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Estate Planning

Leaving your legacy. 


For many, Estate Planning is the portion of their financial plan they avoid the most. We recognize that estate planning involves making important decisions that will impact your loved ones and the legacy you leave behind.

We work closely with estate planning attorneys to ensure that your wishes are clearly articulated and legally protected. We can create a comprehensive estate plan that minimizes tax implications, protects your assets, and ensures a smooth transfer of your wealth to future generations.

Most importantly, we will guide you through the process with the compassion and care of a trusted friend.  

  • Distribution of your estate
  • Planning for incapacity
  • Protecting your assets from Long Term Care
  • Charitable giving
  • Pre-paid funerals and final arrangements
  • Legacy Planning
  • Family Involvement

Featured Videos

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?
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Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?
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Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?
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Featured Calculators

What Is My Life Expectancy?

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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What Is My Current Net Worth?

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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What's My Potential Estate Tax?

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.
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