Estate planning is the process of arranging your affairs to facilitate the orderly transfer of assets to your beneficiaries, provide security for your surviving spouse, and reduce or eliminate the taxes due on the transfer of your business and other assets.

For business owners, providing for business continuity and succession of ownership is essential to the survival of your business.

Valued Estate Planning Advice

Many individuals may deal directly with their lawyer for these services but I have unique qualifications and experience to help you with this process.

An effective estate plan requires knowledge of your financial affairs and the personal intricacies of your family situation. We know our clients because of our deep long-standing relationships.

Power of Attorney

We have many years of experience in finance, financial planning and estate administration and can assemble the financial information your estate lawyer needs.

The work we provide are value-added and complement the work done by your lawyer. We assemble the financial information, guide you to the selection of your executors and develop a plan that helps you achieve your estate objectives. This information is provided to your lawyer to provide legal advice and documents to make your estate plan complete.

We would be pleased to speak with you to discuss if my estate planning services are right for you.