Estate Planning

Protect your financial legacy and make an enduring difference in the lives of loved ones or a favorite charity.

Estate planning can be intimidating and overwhelming, but we are here to make it a positive and life-affirming process. An estate plan is a way to manage the distribution of your assets according to your desires to benefit everyone and reduce additional stress for loved ones. We work with you and/or your CPA to develop a personalized, well-communicated plan to protect your assets and share it with the people and charities you care most about, while minimizing estate settlement costs.