Estate Planning


Meeting with one of our skilled financial planners can help ensure your estate is structured to meet your financial needs as well as the needs of your family. Through the estate planning process, our team will review documents such as wills, healthcare directives, durable powers of attorney and trusts and provide referrals to an attorney.

Below you will find a short guide outlining some of our most common Estate Planning services:

  • Protection of assets
  • Management of both financial and legal affairs should you become disabled
  • Establishing clear directives in terms of medical care along with a designated power of attorney
  • Long-term financial provisions for your loved ones
  • Planning charitable donations
  • Minimizing estate tax liability

The idea is to stand beside you as your partner. We will work closely with your attorney to provide the necessary documentation required to implement your plan.