Services

Estate and Trust Planning

Your wishes, memorialized. 

Paying your American Dream forward

Rest assured, your plans are known

Our friendly and compassionate team guides you through the estate planning process; together, we examine how to protect your property, your investments, your business and your health.

An important process, not a chore

We keep estate and trust planning as simple as possible with a three step process: 

  1. Evaluate current assets from an objective perspective.
  2. Determine how to best honor your wishes for your assets. 
  3. Identify ways to minimize your estate tax liabilities.

Estate and Trust Planning

  • Family Office Services
  • Wealth transfer planning and guidance
  • Asset protection and family wealth planning
  • Charitable planning and guidance
  • Estate and Trust administration
  • Income tax planning and compliance​

Meet your Estate + Trust Planning team

Meet the full team
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Find the right advisor for you

Your  trusted “go-to” business advisor is a step away. Find your fit, or contact us to suggest a match.  

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All the services you’ll ever need

We help identify what you may need now and what may be coming down the pike.