Estate Planning

An estate plan addresses your legal and financial concerns, taking into account your goals and tax considerations.  It also takes advantage of existing laws and funding vehicles to maximize wealth and minimize Uncle Sam’s inheritance from a capital gains and estate tax perspective.

A well-designed estate plan can help minimize tax liability, fund a favored charity, help ensure your loved ones will be cared for and provide you with the peace of mind that you will be remembered the way you want to be.