Estate Planning

We review your current estate documents to determine if any changes are needed. If so, we work with your current estate attorney to ensure that your goals are met. If you do not have an estate advisor, we will gladly recommend one to suit your areas of need. We work with you and your estate attorney to coordinate the beneficiary designations on your tax-deferred investment accounts with the goals established in your estate documents. We look at both your financial and non-financial goals and set a course to achieve these in the most efficient and effective manner.