Estate Planning

Although we are not licensed in the field of law, we have an understanding of the various estate planning issues that most retirees and affluent families have, and will work with you in recommending the appropriate estate planning attorney(s) to help you formalize your wishes after your gone. We work closely with you and your attorney both before and during this process in order to help you determine how you’d like the various assets in your estate handled. We’ll be with you along the way to provide recommendations and guidance in what we have learned and have come to understand as best practices over the 30+ years we’ve been helping clients in this area.

Having your estate plan in order, and knowing your wishes will be carried out based on your stated desires brings a level of comfort and peace of mind in knowing what you’ve taken a lifetime to accumulate will be handled in an appropriate manner.