Creating an Inventory: First, we will perform an comprehensive inventory off all of your assets and debts. This allows us to effectively build and implement an effective estate plan that will ensure all of your assets, debts and last wishes are documented.

Asset Protection Strategy:  A key component of estate planning is protecting your assets for heirs and your charitable legacy by minimizing expenses, and covering estate taxes while still meeting your goals. If necessary, your estate plan will include specific strategies for transferring or disposing of unique assets like a family-owned business, real estate, investment property, or stock held in a business. Our goal at is to create a strategy that ensures your assets are safeguarded.

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Appoint Fiduciaries: To successfully execute your estate plan, you must designate a person to act on your behalf if you are unable to do so — as an executor of your will, trustee for your assets, legal guardian for your dependents and/or personal representative or power of attorney if you should became incapacitated. You need to be sure your fiduciaries are aware of and agree to their appointments, and that they know where to find your original estate planning documents. Fiduciaries can be family members, personal friends or hired professionals such as bankers, attorneys or corporate trustees.