Estate Planning Simplified for Your Peace of Mind
Helping individuals and families protect their assets, minimize taxes, and ensure their wishes are carried out, providing clarity, security, and confidence for every stage of life.
Comprehensive Estate Planning Strategies
A truly effective estate plan addresses every major factor that impacts your legacy. Our approach includes:
Wills & Trusts : Provide clear asset instructions, avoid probate, maintain privacy, and control inheritance timing.
Powers of Attorney : Authorize trusted individuals to handle financial and healthcare decisions if you cannot.
Tax Planning : Reduce estate and inheritance taxes to pass more wealth to heirs or charities.
Healthcare Directives : Document medical treatment preferences for situations when you cannot speak.
Asset Protection : Safeguard property, investments, and businesses from risk, creditors, and disputes.
Charitable Giving : Support meaningful causes in a tax-efficient way for lasting impact.
Protect Your Legacy with Thoughtful Estate Planning
Estate planning creates a clear, legally sound strategy that reflects your values, protects your assets, and reduces stress for your loved ones. We align every financial, legal, and personal detail into one cohesive plan.
We create plans that protect your assets, honor your wishes, and guide your loved ones, from wills and trusts to tax strategies and healthcare choices.
Why Our Estate Planning Stands Out
Our promise to every client:
Peace of mind and family protection
Tax-smart strategies to reduce costs
Tailored solutions for unique goals
Ongoing support with regular reviews
Adaptability to changing life situations
Simple pricing with no surprises.
Our annual wealth management fee is all-inclusive of our services.
No hidden fees. No hourly fees. No surprises.
| Fee | Managed/Advised Assets |
|---|---|
| 0.90% | $0 - $1,000,000 |
| 0.80% | $1,000,000 - $2,000,000 |
| 0.70% | $2,000,000 - $3,000,000 |
| 0.60% | $3,000,000 - $4,000,000 |
| 0.50% | $4,000,000 - $5,000,000 |
*$12,000 minimum annual fee
FAQs about
Estate Planning
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Start as early as possible to maximize control, minimize taxes, and adapt over time. It’s never too late, even after retirement.
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Costs depend on complexity. Simple wills are affordable, while full plans with trusts and tax strategies require more investment. Estimates are provided after consultation.
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Often, yes. A will records your wishes, while a trust avoids probate, maintains privacy, and sets specific asset distribution terms.
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Yes. Strategies like charitable giving, lifetime gifting, and trusts can significantly lower estate and inheritance taxes.
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Review every 3–5 years or after major life events like marriage, divorce, births, deaths, or significant asset changes.
Planning for Peace of Mind
Estate planning is more than a legal process. At its heart, it’s about creating security, clarity, and confidence for you and your loved ones.
We work closely with you to make every step simple and understandable, easing uncertainty and ensuring your legacy is protected for the years ahead. With the right plan in place, you can feel assured that what matters most is safeguarded now and in the future.
Four Steps to Lifelong Confidence
Our estate planning is clear, efficient, and tailored to your unique needs through a structured approach.
1
Discovery
Understand your assets, goals, and existing documents to identify gaps.
Design
Create a customized plan with wills, trusts, tax strategies, and healthcare directives.
2
Implementation
Prepare and execute documents with coordination from trusted advisors.
3
Ongoing Review
Regularly adjust your plan as laws and life circumstances change.
4
Success Story
Unlocking Tax-Free Growth Despite High Income
Mark earned $650,000 as a young doctor in his late 40s, but he felt penalized by his own success when his high income disqualified him from contributing to a Roth IRA, missing out on decades of tax-free growth for both him and his kids. Thanks to a little-known tax loophole, we implemented a "backdoor Roth IRA" strategy, allowing him to capture the same tax-free benefits he thought were out of reach.
Mark now watches his Roth IRA grow each year, knowing that neither he nor his sons will ever owe Uncle Sam a penny of it. What felt like a frustrating limitation became a powerful wealth-building opportunity. His family will benefit for generations.
Delaying Puts Your Legacy at Risk. Planning Protects It.
Delaying your estate plan risks missed opportunities. Acting now gives you greater control over:
Protecting your assets
Reducing tax burdens
Ensuring your wishes are honored
Providing clarity for your loved ones
The Right Time to Start Is Now!
Procrastination in estate planning can limit options, raise taxes, and add stress for your family.No matter your age or stage of life, now is the time to create or update your plan.