One of the things we notice when working with clients for years or decades is that their priorities change when confronted with their mortality. Thoughts about the security of their families, or the charitable causes that matter most start to take center stage for the assets that may not be utilized during life. The problem however, usually comes down to one thing that affects much of financial planning: timing.
Our team of experienced advisors will help you define your wishes and draft a plan before it is too late. We use a variety of estate planning techniques centered on tax efficiency and cost effectiveness to help you distribute estate assets on your terms.