Estate, Trusts, and Philanthropy
Estates
We carefully review existing estate planning documents to thoughtfully and collaboratively guide you in structuring a new plan that reflects your wishes for your legacy.
Trusts
Leveraging our expertise to help you understand your options and establish the trust you need, we provide recommendations for complex trusts and sophisticated trust structures.
Philanthropic Planning
We guide you towards maximizing the impact of your giving, exploring strategies together to fulfill your charitable goals.
Our Expertise
- Estate and legacy planning
- Revocable and irrevocable trusts, including living trusts, testamentary trusts, charitable trusts, special needs trusts, and more
- Business success planning
- Asset protection
- Coordination with other advisors
How We Can Help
We provide expert-level education, planning and implementation to manage your estate, trusts and philanthropic endeavors.
- Will and trust strategy and implementation
- Comprehensive estate planning
- Philanthropic planning and implementation
- Probate education and support