Estate Planning

Strategies to Protect What Matters Most

Preserve Your Legacy With Confidence

Estate planning is about more than transferring wealth—it’s about ensuring your legacy reflects your values and supports the people and causes you care about. We help you navigate the complexities of estate planning with a clear, proactive, and personalized approach. Whether reviewing an existing plan or building a new one, we ensure your plan aligns with your wishes.

What We Do

We take a personalized approach to estate planning, ensuring your plan aligns with your values and goals. From reviewing your current documents to designing a new strategy and adapting to life’s changes, we’re here to provide clarity and confidence every step of the way.

Review Current Plan

We start by thoroughly reviewing your current estate plan to ensure it aligns with your goals and wishes. By modeling how your wealth transfers at different points in time, we identify potential gaps or inconsistencies. Our review includes:

• Wills and living wills
• Powers of attorney
• Trust documents
• Beneficiary designations
• Property titling

Design a New Plan

If updates are needed, we coordinate with your attorney—or connect you with a trusted one—to design or revise your estate plan. Our goal is to ensure your wealth supports the people and causes you care about most. Key considerations include:

• Clear strategies for asset distribution
• Charitable giving options
• Minimizing estate and gift taxes
• Ensuring proper legal documentation

Adapt to Changes

Life evolves, and your estate plan should too. We continuously monitor changes in your circumstances, financial situation, and tax laws to ensure your plan remains effective. Our ongoing support includes:

• Addressing changes in family dynamics
• Updating plans due to financial growth or new assets
• Responding to tax and legal updates
• Acting as a trusted advisor for new ideas or concerns