Estate Planning 

We collaborate with your legal team to coordinate wills, trusts, Power of Attorney (POAs), and beneficiary designations. This will ensure that your will is carried out how you planned it to be, leading to a seamless transfer of wealth. During our estate planning discussions, we will review asset lists, family dynamics and tax issues to design and maintain estate documents that reflect your goals. 

An estate plan works best when the accounts behind it are set up to match. That usually means reviewing IRA legacy planning, any life insurance you hold, and your charitable intentions. We work alongside your attorney. Get in touch.