Planning With Purpose
Our goal is to work with our clients throughout their lives, so they understand their financial strategy options whatever their life stage or evolving needs.
Estate, tax, and trust planning are more than forms to fill out and documents to execute. They're the legal processes that ensure your future looks the way you want while providing the financial security and flexibility to meet your present needs.
You want absolute certainty that your final wishes will be carried out, and your family will be protected after you're gone. Providing that assurance is at the crux of our relationship-based approach to trust and estate planning.
Our services are unique in that we listen to your hopes, dreams, and desires, learn about your family, your finances, and work with you to create a holistic estate plan, all while giving you pricing options to accomplish your goals.
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Trust-based PlanningEstablish a living trust for ease of transfer of assets in the event of incapacity or death
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Will-based PlanningDesignate who you want to receive your assets without placing them into a living trust
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Power of AttorneyDesignate an individual to make decisions and take actions on your behalf
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College Student Care PackageSpecify the use of a trust for education, including tuition and associated costs
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Special Needs Trust PlanningProvide for loved ones without compromising their eligibility for government benefits
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Irrevocable Life Insurance TrustControl your policies while you're alive and distribute proceeds after you're gone
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Gift TrustAvoid taxes while still giving directly to beneficiaries with the use of a trust
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Charitable Giving and TrustsUse a trust to benefit your loved ones and a charity at the same time
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Estate and Business Tax PlanningPlan for the settlement of your estate's business taxes after you're gone
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Small Business ContinuityEstablish prevention and recovery systems to protect your business against risks
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Income Tax PlanningEnsure you're minimizing your obligation with strategic income tax planning
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Trust AdministrationEstablish advisory services to administer your or a loved one's trust
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Trustee ServicesFinancial counseling for the responsible stewardship of inherited wealth
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