Our Philosophy

The purpose of a properly designed estate plan is to provide direction and peace of mind. Periodic review of basic estate planning documents is necessary to protect our clients and their interests.

How do we help our clients review their estate?

We ensure our clients have the basics of their estate plan in place with our basics checklist. In the event a client has an incomplete estate plan, needs an update, or no estate plan to begin with, we introduce them to our trusted legal partners to make sure their wishes are fulfilled.

As part of our ongoing committed service to our wealth management clients we offer ongoing inheritance preparation. We educate our clients’ heirs alongside their legal counsel to prepare the next generation to manage their inheritance wisely in line with our client’s wishes.

A proper wealth management plan paired with a proper estate plan is a potent combo – allowing your heirs to steward your legacy clearly, quickly, and kindly.