To protect your financial legacy, minimize taxes, and pass on the wealth you've worked so hard to earn, you need an estate plan.

Many people don't have a plan that's customized for them personally, updated periodically, and protects their assets from divorce, litigation, bankruptcy, or future taxes. 

Our process for designing a comprehensive estate plan - one that is crafted for your individual financial needs while you are alive and helps to protect your estate’s assets for your beneficiaries upon your death - involves creating a sophisticated financial condition model. Our detailed process accounts for your own individual needs and objectives, the long-term impact of taxation, inflation and living expenses, and any financial strategies currently in place. We then build your estate plan from there.