Estate Planning

One of the rewards of financial success is the ability to share our wealth with loved ones and charities. We know how important it is that asset transfers occur smoothly and with as little tax impact as possible.

Being Prepared

Preparing for succession after death is a difficult issue to discuss, but it is also an important part of any comprehensive financial plan. We can help you and your loved ones approach succession planning in a constructive manner that ensures they avoid problems and are well cared for in the event of your death. The process involves two main considerations: life insurance and preparing a will.


Estate planning can be greatly reassuring for you and those who are most important to you. We provide support that allows you to plan as efficiently and effectively as possible. Our services include:
  • Creating net-worth statements
  • Reviewing existing estate planning and trust documents
  • Coordinating with your attorney and accountant when appropriate
  • Managing trust assets

Chartiable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune. Many of the institutions of art, sciences and education are supported in large part by those who want to give something back in appreciation for their contributions to the community or the individuals themselves. Presently, the tax code offers incentives for gifting of one’s assets or incomes. Tax deductions are given for current contributions and, for estate owners, charitable gifts can reduce the size of the estate to help minimize estate taxes.

Complimentary Review