We stay abreast of your personal financial condition, proactively identifying opportunities and issues, so more of your wealth can benefit future generations.

Here is how we help clients with estate and gift planning.

  • We develop a Comprehensive Personal Balance Sheet, including a summary of your life insurance coverage, and confirmation of asset titling and beneficiary designations.
  • We stay abreast of your evolving goals and objectives, and suggest updates as needed.
  • We coordinate revisions with your estate planning attorney, deferring to his or her expertise as the final authority.
  • We consult with you on lifetime gifts to reduce your estate, including gifts to educational institutions for the benefit of your grandchildren.

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