Estate, Gift & Trust Planning

Estate, gift and trust planning is more than wealth transfer upon death. Our estate planning process integrates your goals and values for a tax efficient disposition of your assets during life and beyond.

Depending on your objectives, your plan may include recommendations that can instill or pass on family values, minimize family turmoil, increase gifts to charitable organizations, and provide for heirs who may not have the experience or skills to manage substantial assets. We’ll work with you and your attorney to ensure the financial goals you set are reached, even after you are gone.