Estate Planning

Guiding you through the decision-making and implementation process

Estate planning means more than just writing your last will and testament. Even though we have an alliance with an estate planning attorney, our main objective is to be able to direct you as the leader of your estate planning team.

We will assist you as you look at forms of ownership, trust and trustee fiduciary duties and responsibilities, transfer at death, lifetime transfers, gift taxes and federal estate taxation. Though we can't give you legal or tax advice, our main objective will be to guide you through the decision-making process, then help you implement and execute your plan.