Estate & Legacy Planning


Estate Planning

Different people establish and maintain an estate plan for different reasons.  Some of the reasons you may want an estate plan are to: 

We review your wills, trusts, power(s) of attorney, and your beneficiary designations. If you do not have these documents, we can collaborate with your attorney to design a plan to achieve your estate planning objectives. 

Do you have an estate plan that includes a trust?  Yes   No (coming soon)

Legacy Planning

Interested in charitable giving or leaving a legacy? Today, you don't have to be a Rockefeller or Gates to enjoy the many benefits of philanthropy. There are many tools and choices available to you. We can discuss what you'd like to accomplish and then review your best options. Some of the options we have helped implement have been private foundations, charitable remainder trusts, and donor-advised funds.

To learn more about how you can benefit from charitable giving, click here.

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