Estate and Financial Planning

Financial and estate planning is critical to exceptional management of your wealth from one generation to the next. We work with your estate planning attorney, CPA and other professionals to implement your plans for asset and wealth management.

When we are appointed to serve as a fiduciary for your plan, we encourage attorneys and our shared clients to involve us when drafting trusts, wills and similar documents as part of the fiduciary relationship. We welcome the opportunity to review draft documents or your existing trust and estate planning documents and make recommendations if needed or refer you to an estate planning attorney if your documents need to be updated.

We plan, adjust or settle any financial matters pertaining to your estate and ensure all of our fiduciary responsibilities outlined in your will or trust will be fully executed.