Broker Check

Estate Planning & Trusts

Long-term Planning for Your Wealth and Legacy

We aim to ensure our client's legacies are carried out according to their desires. Estate planning is important for individuals with retirement assets and other investments, including real estate, businesses, and personal property. Careful planning now also significantly assists those designated to inherit assets.

We can assist with any estate planning concerns you may have and can conduct a review or audit of your beneficiary designations. Now is the time to take steps to close any gaps in potential estate tax liability and ensure your needs, and those of your family, are met.

Our estate planning services include, but are not limited to:
• Review beneficiaries on accounts and verify the proper titling of assets
• Assist in preparing an estate plan based on your needs
• Work with an existing attorney or provide a qualified referral 

Estate Planning & Trust Resources

When Do You Need a Will?

When Do You Need a Will?

When should you start drafting up a will? The answer is easy: Right Now.

Watch Video
What is My Potential Estate Tax?

What is My Potential Estate Tax?

Use this federal estate tax calculator to estimate your potential tax liability.

Start Calculating
Estate Management Checklist

Estate Management Checklist

Use this helpful checklist to see how prepared you are.

Learn more

Understanding Your Estate: Critical Elements of an Estate Strategy

Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.

For more information about our firm and the services we offer, send us a quick email or call the office. We welcome the opportunity to speak with you.  |  708.247.1700