Estate Planning

When major life events happen, such as birth, death, marriage, or divorce, it’s crucial that you have a relevant and updated estate plan. Our knowledgeable team will guide you through an audit of your existing estate plan, identify areas of opportunity, and coordinate with your estate attorney to develop an estate plan that will take care of both you and your beneficiaries for the years to come. Once you are a client, we will conduct regular beneficiary reviews to ensure that your estate plan continues to match your wishes.