Estate Planning
Streamlined Planning
Estate planning made easier for you
Our trust administration team has a wealth of knowledge that can be helpful in creating and managing your estate plan. In many cases, we can streamline the planning process for clients and counsel. We are often able to identify tax savings strategies that can be incorporated into the overall plan.
hands-on Approach
Your estate plan is fluid
We meet with our clients regularly. Consistent review allows for your documents to be brought up to date to address any relevant changes in life or goals and/or changes in the law. The easy rule of thumb is that any significant life or asset change should be considered in the context of your existing plan.
Early planning is often prompted by entering a committed, long-term relationship that might include marriage, buying a home, and beginning to accumulate financial assets.
On-Going planning is revisited as assets grow and diversify, warranting more complex tax planning, and beneficiaries change for any number of reasons, including birth, death, divorce, or new charitable goals.
In-House Expertise
An estate plan tailored to your financial situation, assets & goals
A combination of the tools below that will allow you to achieve your legacy goals without requiring probate administration and without incurring unnecessary estate tax. The appointment of agent, executor, and co- or successor trustee is a critical and often complicated task. We can assist you in selecting the appropriate individual(s) or in determining whether we are a good fit.
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Additional Services
Interested in learning about other services we offer? Take a look at the options below and click to read more about how we can help support your financial growth and success.