Trust and Estate Planning

To help our clients develop an effective wealth transfer plan.

Create and update your Will – An essential component of the estate plan, a Will is a primary document for transferring wealth upon death. Time spent now deciding how you wish your legacy to be passed on to your heirs will avoid problems later.

Review your Estate Plan - Lifestyle changes trigger a need to review your estate plan.

Choose your Executor - Settling an estate is a complex process that often spans many months. Choosing an executor or personal representative who is knowledgeable and will be available to settle your estate is important to your peace of mind as well as the security of your loved ones.