Broker Check

Estate Planning

Establishing an estate plan as part of your comprehensive wealth plan can be one of the most effective ways of lowering estate taxes, while providing for your family and leaving a legacy for the future. Our firm will:

  • Coordinate with your attorney to implement your estate plan from beginning to end
  • Retitle assets to potentially reduce or eliminate estate taxes
  • Retitle assets to potentially avoid probate
  • Conduct bi-annual estate planning reviews