Providing sound financial advice for LIFE and LEGACY


19892214Estate planning means much more than just making a will — in fact, preparing a thorough estate plan allowing for the preservation and transfer of your assets is one of the most important things you can do for your family. Our comprehensive educational process provides ways to avoid probate, eliminate estate taxes by throwing assets over the “tax wall” and treat family members fairly. We will outline the considerations for creating a living will, assigning a durable power of attorney and naming a health care surrogate to make decisions on your behalf if you’re unable. We can also help you outline your wishes for the distribution of your assets to the people and causes most important to you. If you have a family member with special needs or a disability, we aid you in making plans for their future care. We help ensure that the transfer of your assets happens quickly, on your terms and with minimal stress for your family.


We view business succession planning as a process, not as an event. We can review the current structure of your company and help you determine the viability beyond your ownership. If you want to grow or expand the business, we can provide options to cultivate and retain key employees and future leaders. If you have capital needs, we have business partners capable of bringing financing to you. In addition, we can help you take advantage of benefits available only to business owners, such as non-qualified deferred compensation plans, supplemental executive retirement plans (SERPs), split-dollar life insurance plans and more. We can also help you prepare for the future by creating a sound succession plan that not only provides for income during the transition period, but also anticipates and avoids potential family conflicts.