Estate planning is the process of deciding how your assets will be managed and distributed during your lifetime and after your passing.

We’ll help you outline goals, beneficiaries, and assets. Then we’ll coordinate with your attorney to formalize the necessary documents.

Yes. You need an attorney for estate planning. Our role here is to align the financial aspects, while your attorney drafts legal documents.

Review your estate plan every few years or after life changes such as marriage, births, or changes in wealth.

A will specifies asset distribution after death. A trust can provide control, privacy, and potential tax advantages during life and after death.

We can help structure charitable trusts or beneficiary designations aligned with your values.

State laws determine how assets are distributed, which may not reflect your wishes. A good reason to plan proactively!