Estate Planning

As part of our suite of integrated solutions, our team of professionals can help you with your estate planning needs. Working alongside your attorney and tax advisor, we will help ensure a well-coordinated approach, so that your wishes are accurately communicated to all involved while any tax burden to your estate is minimized. By having your wishes formalized and written, you’ll gain confidence that your legacy will be carried out based on your preferences. If you are in need of an estate attorney, we can offer referrals of those we work closely with to help find the right fit.