Purposeful Estate Planning
When an unforeseeable event has the potential to derail a lifetime of prudent financial decisions, there is no room for error.
From day one of the relationship, we work with you to understand your family dynamics so that we can best execute on your vision of the future.
While we do not provide tax or legal services, we offer guidance in the following areas:
Estate and trust tax
Coordination with estate attorneys
Will and trust planning
Power of attorney
Account titling and beneficiary planning