Estate Planning


Estate Planning is just that: planning. From start to finish we work with you to develop a plan for how your assets will pass at death and how they will be managed during life. Our client-focused process is designed to gather the needed information, work with you to establish the objectives and fine tune the documents, create the plan and make sure that follow up items are clearly outlined so that the plan is properly implemented.

During the whole process we do our best to make sure that you are engaged, educated and listed to. We advise, inform and recommend. We don’t ram-rod and force. Our goal is that at the end of the process, you have an estate plan that is appropriate, understandable and cost –effective.