Services

Estate + Trust Planning

Your wishes, memorialized. 

Paying your American Dream forward

Rest assured, your plans are known

Our friendly and compassionate team guides you through the estate planning process; together, we examine how to protect your property, your investments, your business and your health.

An important process, not a chore

We keep estate and trust planning as simple as possible with a three step process: 

  1. Evaluate current assets from an objective perspective.
  2. Determine how to best honor your wishes for your assets. 
  3. Identify ways to minimize your estate tax liabilities.

Estate + Trust Planning

  • Family Office Services
  • Wealth transfer planning and guidance
  • Asset protection and family wealth planning
  • Charitable planning and guidance
  • Estate and Trust administration
  • Income tax planning and compliance​

The Human Dynamics of Estate Planning

Download our presentation on the importance of maintaining family harmony through purposeful estate planning.

Thankmas - The Gift of You PPI Header

Thankmas - The Gift of You

The Time between Thanksgiving and Christmas is when we try to gather as a family. This downloadable exercise bottles that goodwill to sprinkle it throughout the rest of the year.

Meet your Estate + Trust Planning team

Meet the full team
get started

Find the right advisor for you

Your  trusted “go-to” business advisor is a step away. Find your fit, or contact us to suggest a match.  

Schedule a consultation
We've got you covered

All the services you’ll ever need

We help identify what you may need now and what may be coming down the pike.