We believe estate planning is essential, yet it is one of the most misunderstood and most neglected of all financial necessities. When no estate plan is in place, then state laws -- not your or your family -- dictate how your assets and property are divided.
Thanks to the relationships we have developed with investment advisors, attorneys, and other financial professionals, we are able to develop a long-term estate plan that meets the needs of every client. We also stay current on tax law changes that affect estate planning so that plans remain up-to-date.
Here’s what else we do for you: