Estate Planning
You have been successful and accumulated some wealth during your lifetime. We work to help you develop a customized plan to smoothly transition and protect this wealth. This planning includes everything from basic survivor needs planning, to sophisticated generational wealth transfer strategies. Frequently, we host family meetings to build relationships with extended family members and other professional advisors. This process enhances both the development and understanding of the planning, resulting in a high probability of preserving and protecting the wealth you have created.