Wills, Trusts and Estate Planning
We seek to build a long-term, trusted-advisor relationship with you over the course of your lifetime.
Effective estate planning enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. Your estate plan should spell out your healthcare wishes to help ensure that they are carried out. It can even designate someone to manage your financial affairs should you become unable to do so. Our experienced Wealth Enhancement Group consisting of Attorneys and CPAs can work alongside you and your current attorney.
Our process does not end with estate planning, but coordinates your estate plan with your overall plans for your business, investments, insurance, and employee benefits.