Estate Planning is the process of transferring one's wealth during
one's lifetime or at death. At the time of death, there are three
potential beneficiaries for your life's work:
Estate planning allows us to identify choices and model the
outcomes of these choices so you can decide the allocation among
these three beneficiaries. Working with our clients and their
existing tax and legal advisors, we will structure an estate plan
that is connected to your goals for you, your family and others.