Life changes quickly, and your estate plan should keep pace. Major milestones such as marriage, divorce, the birth of a child, a significant increase in net worth, business ownership changes, or a move to another state can all impact how your assets are protected and distributed. In addition, evolving federal and state estate and income tax laws may affect the effectiveness of your current plan. Our team works closely with you to evaluate your financial picture, identify potential tax exposure, and ensure your estate strategy aligns with your long-term goals.

Effective estate planning is about more than drafting documents, it’s about protecting your legacy and providing clarity for your loved ones. We collaborate with your attorney, or help you engage experienced legal counsel, to coordinate wills, trusts, durable powers of attorney, healthcare directives, and other essential documents. Our role focuses on the financial strategy behind those documents: analyzing asset structures, projecting estate tax implications, evaluating gifting strategies, and planning for business succession when applicable.

With thoughtful, proactive planning, you can minimize estate and income tax burdens, preserve wealth for future generations, and reduce stress for your family during difficult times. We help you establish a clear, tax-efficient roadmap so you can move forward with confidence, knowing your wishes will be carried out exactly as intended.