Broker Check

Estate Planning

Collaborate or Evaporate

  • We have found that the best planning takes place in a collaborative environment.  With that in mind, we work with attorneys and accountants to make sure that we are putting our clients in the best position in all facets, but especially with their estate planning.  We have a number of attorneys that we work closely with, but if our client has an established relationship with an attorney, we want to work with them to provide the best possible planning and advice, and make sure your Wills, Trusts, and Power of Attorney documents reflect what you want to take place in the event those documents are needed.  

Have a Question?

Thank you!