Estate planning is about taking care of your family. A comprehensive estate plan considers many family essentials: power of attorney (POA), guardianship for your children, asset protection, tax planning, and planned giving.

No matter where you are in the process, we believe that most families do not have conversations about money, because it is a hard topic. We help facilitate conversations to unify your family. We help plant the seeds to instill your family values to the next generation and prepare them to make smart financial decisions.

The last thing a parent wants is to have their estate and wealth be corrosive to their family. Through proper planning, we strive to make your estate an asset, not a liability, to the next generation.

Our estate planning services include:

  • Developing Family Mission and Values
  • Tax-efficient Investment Planning
  • Tax-efficient Distribution Planning
  • Intergenerational Wealth
  • Charitable Giving