Each situation is unique depending on your family, business and legacy. Our discovery process reviews all active insurance policies to help ensure their effectiveness.  This will help you arrive at specific goals that can be achieved through the identification of proven estate-planning strategies implemented with well-crafted documents. Here is what we address.

•  Annual and lifetime gifting programs
•  Revocable (living) and irrevocable (permanent) trusts
•  Charitable planning and trusts
•  Transferring wealth to family and friends
•  Minimizing estate and other transfer taxes
•  Asset protection

We work seamlessly with you (your family, trustees, accountants, attorneys, and/or other advisors) to help coordinate your financial goals and then develop and implement a plan of action to ensure that your requirements are carried out to your satisfaction.