Estate & Trust Planning

Reviewing your estate or trust plan periodically is a wise and prudent step to take.  The laws have changed dramatically in the last year, and it is more than likely that your plan needs to be reviewed and updated.  We can assist you and your attorney to meet your goals.

We can help . . .

  •   Clearly define your estate planning goals
  •   Redefine goals, if your securities have suffered significant losses
  •   Lessen taxes at time of death
  •   Organize fair and equitable liquidation of estate assets to cover taxes and
      other expenses
  •   If you have moved to a new state
  •   Provide for your heirs
  •   Leave money to charities
  •   If you have changed jobs, careers or retired
  •   Assist your attorney in making appropriate financial decisions 
  •   Discuss pros and cons of changing beneficiaries in your will or trust agreements

At each step, we'll endeavor to be there with you to ensure the effective and orderly transfer of assets to beneficiaries and ensure that your wishes are carried out.