ServicesMake Sure Your Wealth Goes Where You Intend

An estate plan is more than a will. It's the set of decisions that determines who receives your assets, when, how much tax is owed, and who makes decisions if you can't.

We don't draft legal documents; your attorney does. Our role is to make sure the plan your attorney drafts matches your finances and actually gets carried out: accounts retitled, beneficiaries updated, trusts funded, and insurance in the right place.

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Estate Planning

Who this is for

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Parents who want to protect their children and name guardians

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Families with significant assets who want to reduce estate taxes

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Business owners who need a plan for their ownership stake

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Anyone whose will or trust hasn't been reviewed in years

What we do

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Review your current documents, account titles, and beneficiary designations

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Identify gaps, such as assets that would pass outside your plan

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Work with your attorney on trusts, gifting strategies, and charitable giving

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Use life insurance where appropriate to provide liquidity or equalize inheritances

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Make sure trusts are funded and beneficiary forms match your wishes

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Revisit the plan after major life events: marriage, children, a sale, or a move

How we coordinate

How we coordinate

Estate planning works best as a team. We meet with your estate attorney and CPA, bring the financial details they need, and follow through on the steps that often get left undone after the documents are signed.

Related reading

Article · Dec 15Why Every Business Owner Needs an Estate Plan, Not Just a Will

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