Estate Planning

Estate planning is essential to ensuring your wishes are respected in the event of your incapacity or death. We guide you through the difficult decisions involving your assets and, if applicable, the impact of those decisions on your spouse or partner, children, and more remote descendants.  A plan is developed to leave your wealth and possessions to the individuals and/or charities of your choosing in a tax efficient manner, and to designate the person you wish to care for your minor children in the event you are unable to do so yourself.  Various techniques and vehicles are available to you to accomplish your goals and give you the security of knowing you have provided for those you love. 

• Creating wealth preservation strategies through gifting, succession planning, and irrevocable trusts
• Planning for unexpected illness, disability, or emergency
• Drafting living wills, powers of attorney, advanced healthcare directives, and various trust instruments to protect your family and your assets