Estate Planning & Business Succession


The Estate and Business Planning Group provides individuals, families and businesses with appropriate estate and business planning services, promptly and at reasonable cost.  In concert with you and your other close advisors, we work to understand your personal, financial and business goals and help develop a coordinated plan to achieve those goals. We help you develop and implement the plans necessary to:

• Provide for financial security during your lifetime
• Preserve the value of your hard work through appropriate tax planning
• Facilitate your wishes and goals for business succession
• Protect against the cost, time, and discomfort of probate
• Minimize family confusion and conflict around estates
• Frame your valued legacy