Guidance on how to pass your wealth on to reduce or eliminate taxes to your beneficiaries. We coordinate with attorneys on wills, trusts, and other legal documents.

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they’re carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.