Estate Plan Review

We develop estate plan strategies to ensure your family is taken care of according to your wishes. If your estate planning documents are already in place, we review them to ensure their completeness and are consistent with your wishes, as well as your current financial and life circumstances. Should documents not be in place, we will outline what documents are necessary, and why. When warranted, strategies for tax-efficient wealth transfers and asset distributions to heirs and/or charities during life and at death will be proposed.