Estate Planning

The orderly transition of your affairs after your death requires a solid estate plan. With proper planning, you can use your hard-saved money to live a comfortable retirement, yet still leave a legacy for your children or grandchildren.

Your estate plan ensures that your investments and insurance policies are properly structured to reflect your wishes, as outlined in your will. Your plan examines issues such as property (foreign and domestic), final taxes and probate fees. We ensure that any charitable bequests are completed and your legacy survives.