Estate Planning & Family Care

One of our strengths is the way we focus on your whole family. Planning for college funding, providing advice to your adult children, and helping your aging parents sort out financial questions are all ways in which we address the needs of your family.  

We also help you think through your estate planning to make sure your assets pass to your heirs in a streamlined, tax-efficient way. Specifically, we:

        • Assist family members who need financial planning advice
        • Develop strategies for college savings, financial aid, and gifting
        • Review estate documents
        • Track beneficiary designations
        • Provide continuity when life events happen
        • Help to administer estates