Estate Planning

Estate Planning

What good is carefully building a lifetime of wealth if you give half of it to the government at death?  Or worse, your beneficiaries tear themselves apart arguing over who gets what at your death?  

We work with our clients to develop an estate plan that meets your individual needs, and then engage trusted, vetted attorneys to draft the final documents.  

Our expertise includes everything from basic core estate planning such as revocable living trusts, as well as more tactical asset transfer trusts like GRAT’s, charitable trusts, and dynastic trusts.