Estate Analysis

We create an estate analysis to help you understand the value of your entire estate, not just your investment portfolio. 

We review your estate with federal taxes in mind to ensure you split the estate at the first spouse's death without losing control of assets.

We all teach our children as much as possible, but we don't all excel in all areas. When you are concerned about how a child may make financial decisions upon your death, it likely will be a blessing to your child if you select someone else to make financial decisions on his or her behalf. 

Many clients know their immediate family will not spend their wealth throughout the course of their lifetime. Trusts become critical because you are planning to leave wealth to grandchildren, great grandchildren, or others. Trusts do more than transfer your assets. They can help instill your values in future generations.