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Estate Planning

You may think that only “wealthy” people or families with complex wishes need an estate plan. In reality properly passing assets to your beneficiaries is an extremely important part of any ongoing financial plan.

Key Estate Pieces

  • Will
  • Trust
  • Financial Power of Attorney
  • Healthcare Power of Attorney
  • Healthcare Directive
  • Beneficiary Designations
  • Transfers on Death
  • Life Insurance

How We Help

Whether you are a business owner wanting to pass along a family business or a mixed family that wants to ensure the right heirs inherit the assets you have earmarked for them, we can serve as the quarterback to help you coordinate your legal and tax teams to make sure your assets don’t get caught up in a legal enigma.

Additionally, if you have a trust and would like to relieve your family members of executory burdens after your death, we offer services as your corporate trustee through our partnership with The Private Trust Company, an affiliate of LPL Financial.