Trust & Estate Planning
We work closely with our clients to make sure that the money they’ve spent a lifetime accumulating will be passed-on according to their wishes and desires.
We have partnered with several local Trust & Estate Attorneys, who are able to meet with our clients to review existing documents or to help draft new documents (if needed).
- Wills & Trusts
- Healthcare Surrogate
- Durable Power of Attorney
- Blended Families
We review and confirm all account titling & beneficiary designations on a regular basis to make sure that a client’s estate will avoid probate and pass in the most tax efficient way.
We can also help clients with other legal matters, such as setting up small businesses, etc.