The services for the retirement you deserve

Estate Strategies

Creating an optimal strategy for your estate is more than just managing estate taxes. It’s about organizing your assets, so they pass to your family, loved ones, or a charity in the manner you wish. We’ll help you maximize your estate while keeping your financial needs in life in mind.


We take a very holistic approach to your estate needs. Starting with your family’s makeup and your needs and goals, we’ll outline your wishes then design a strategy to make it a reality while working to keep estate taxes to a minimum.


If you’ve worked with someone in the past and think your estate is properly structured, it may not be. There have been substantial changes in estates laws and taxes over the years; your plans may no longer accomplish what you think. Life is constantly changing, so it’s important to review your estate plan on a regular basis with a financial professional and estate planning attorney.