Today' Choices Are Tomorrow's Legacy: For people with sizable estates, the need for planning has never been greater. When family circumstances change, estate and financial plans must change with them. The constant tinkering with tax laws and increasing confusion about state and federal transfer taxes, make it more important than ever to prepare and consistently review your plan. The essence of an estate and financial plan should be unique to your circumstances, goals and desires. Behind each plan, however, are common concerns, including:

Tax-Advantaged Solutions - Simple concepts, such as gifting, or more intricate planning concepts, including trusts and family limited partnerships.

Family Estate Transfers - Providing your loved ones with the legacy you built and the financial backbone to help them pursue their goals.

Liquidity & Income Replacement - With proper planning, there is no need to sacrifice the present to prepare for the future. We will offer you options that provide for current liquidity and, when called for, income replacement.