Estate Planning (Individuals)

Wealth Preservation

We attempt to aid our clients in the preservation of their wealth. This is achieved through an open dialogue with the client regarding potential risk exposures to their estate (income taxes, state inheritance taxes, federal estate taxes, probate, health care, etc.). Upon addressing these potential risk exposures with each client, we will then create an action plan that seeks to minimize these risks going forward.

Professional Collaboration

In many instances, the solutions to the potential risk exposures of a client's estate are provided by members of the legal community. With the client's consent, we will maintain a close working relationship with their legal team to help them realize the goal of wealth preservation and help to assure the desired disposition of assets upon death.