Legacy & Estate Planning

When it comes to the transfer of wealth, there are countless moving parts that must be diligently monitored, and beyond this, the laws and strategies regarding estate planning are constantly changing. We strive to remain versed and informed about the intricacies of estate planning, as a careless strategy can risk the security of you and your family. We will ensure that your essential estate documents such as Wills, Powers of Attorney, and Healthcare Proxies are in order early in life, and work with your estate attorneys and tax professionals to efficiently transfer your assets to your heirs and causes. Your firm is here to oversee and coordinate the entire process. Please refer to the Digital Library for getting started guides and workbooks