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Estate & Financial Planning


  • Build and preserve wealth
  • Plan for retirement well-being
  • Provide security for family and/or business' financial future
  • Reduce potential financial risks to business and family assets
  • Control and ease transition of assets to next generation
  • Reduce estate taxes

Who's most likely to benefit:

  • High-net-worth individuals and families, especially those with children
  • Owners of family-owned or closely held businesses
  • Philanthropists
  • Anyone who wants to plan for a comfortable, secure retirement


Estate and financial planning is appropriate for anyone who wants to preserve and build the assets they've worked hard to accumulate. If you don't create an estate plan, the state you live in will determine how your assets are distributed in the event of your death – so if you want to control those decisions, an estate plan is essential.

Even early in your life and career, it's important to start thinking about how to protect your financial security and your family's future, including plans to save for retirement. Then, as you become closer to retirement age, you may want to not only ensure your family and children's well-being, but perhaps also begin to transition some of the assets you've acquired along the way – including property, businesses or other wealth. The more you can preserve these assets by minimizing estate taxes, the more you can share with your family or the charitable organizations you want to benefit.

Any plan begins with a discussion of your goals and what you'd like to achieve with your assets – whether that's passing your business to the next generation, putting your children through college, retiring in relative comfort, or sharing your wealth with an organization you care deeply about. Our estate planning consultants then review your assets, develop tax-efficient strategies to meet your goals, and outline the plan for your approval and implementation.

Over your lifetime, as your goals, assets, life situation and interests change, your financial and estate plan will likely change as well. But even so, the most important step you can take is to create a long-term strategy for wealth building and preservation.