Estate & Trust

We will guide you through the intricacies that come along with estate planning.

We begin by reviewing any legal documents you may already have had drafted with you and your estate attorney to ensure that all of your assets have been considered. We have seen many situations when a current living will was drafted, but has not been properly updated to reflect new assets. 


It is important for us to understand exactly how you would like to leave your estate. We provide the necessary information to help you make a decision, then we provide the steps to help you execute on your decision. We are happy to partner with your attorney or to make an introduction to one of our trusted legal advisors. In either case, we will work with your estate attorney to draft the necessary legal documents needed to carry out your estate.  


A multi-generational wealth transfer may require the creation of additional trusts or a review of your existing allocations to minimize the tax implications. Together with your tax advisor, we will review your current estate with a focus of ensuring all potential tax implications have been considered. 


We will help navigate the different trust options to help you determine which one is right for you. There are several reasons to set up a trust, including reducing estate tax, avoiding the probate process, and protecting your privacy.

Ready to get started? Contact a Client Advisor