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Estate Planning

Estate planning helps solidify your long-term goals. 

We make sure a plan for your family and heirs is well thought out, and work with your estate attorney to make sure critical documents are in place. 

Estate planning in our experience is often the forgotten piece in personal finance. Planning for today is always top of mind yet planning for tomorrow seems to be less of a priority for many. We make sure there is a balance between these two objectives and assist in prioritizing steps that need to be taken. 

We make sure all your assets are appropriately titled (such as in a trust), and have beneficiaries designated to them (for retirement accounts) is a core task we will manage for you from the start. As you progress through your own work and family life cycle, circumstances change and it’s important to keep pace in the organization of your assets.

We will create an inventory of important estate planning documents on your behalf, and should you be missing something (trust, will, power of attorney) that we feel is necessary, we make it our job to coordinate the task of putting what you are missing in place. Your personal client portal will also assist in organizing all your accounts, documents, and important contact information so that you have it all in one place. 

Estate planning is not just about you, it’s about your family. If there is a circumstance relating to your children or perhaps elderly parents, we are here to help. Our goal is to make sure there are no gaps in your planning, short or long-term. 

Our service includes, but is not limited to:

Life and LTC Insurance

Estimate insurance needs to help your family and heirs.

Beneficiary Designations 

We review and assure that all investment accounts have proper documentation.

and Wills

We work with your attorney to make sure all important estate documents are in place.

Philanthropic Considerations 

We develop short and long-term plans for your charitable intentions.