Estate Planning, Trust Services, and Charitable Planning

We help simplify the complexity of estate planning and work side-by-side with you and your other professional advisors to develop strategies to help transfer, preserve, and protect your wealth while minimizing tax liability. If trust services are appropriate, we can assist in selecting trust companies based on your unique situation.

Charitable giving is one of the most misunderstood and underutilized aspects of wealth management. Besides supporting those non-profit organizations important to you, there are significant tax and planning opportunities available. We can help you do good for others, while doing well for yourself.