Estate Planning

Coordinating investment programs with estate plans and working with other professional advisors is an important service we provide to every client we serve

Although we do not create estate planning documents, we do work with your attorney to advise and review your estate documents and options. We make sure your accounts are structured for optimal conveyance to your beneficiaries. We will assist you in reviewing and implementing intergenerational gifting strategies. Finally, we help your beneficiaries as they navigate the estate settlement process.