Our Services

Estate & Trust Planning

When you hear the phrase “estate planning,” the first thought that comes to mind may be taxes. But estate planning is about more than just reducing taxes. It’s about ensuring your assets are distributed according to your wishes and your loved ones are provided for.

Before you begin estate planning, you need to consider three questions — or reconsider them if you’re reviewing your estate plan:

1. Who should inherit your assets?
2. Which assets should they inherit?
3. When and how should they inherit the assets?