Estate Planning
Our objective is to plan for the most efficient and effective manner of the eventual passing of an estate to the younger generation and/or charities. You wouldn't want to endow the U.S. Government with a major portion of your estate, would you? If you don't plan appropriately, this is exactly what you might do! Our staff is highly experienced in assisting our clients in this area. Working with your attorney, we can help you implement your plan from wills to irrevocable life insurance trusts and beyond.