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Protect your wealth for the future.

The planning services you need from a team you can trust.

Our approach

Whether you want to secure your family's future, reduce taxes, benefit a charity or simplify tax reporting and accounting, we work with you to reach you goals. We help you understand the advantages of a will and a trust and coordinate strategy sessions with your attorney as needed for:

  • Administration of irrevocable and revocable trusts
  • Wills
  • Revocable living trusts
  • Family wealth transfers
  • Gift planning
  • Charitable gifting
  • Charitable trusts
  • Private Foundations
  • Family partnerships and/or LLCs