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Estate Planning/ Risk Management

Whether your goal is to leave your estate to heirs or charity, to minimize taxes or to maximize lifetime giving, we are here to provide clarity and direction.  We have the knowledge to guide you through all phases of your estate plan to ensure that your wealth is directed as you intend.


  • Let us help develop a plan to efficiently transfer wealth to your heirs
  • Estate plan reviews to keep fresh and reflective of your goals for the loved ones in your life
  • Conduct regular “audits” to keep your estate plan coordinated
  • Asset protection strategies to shield you from potential “creditors and predators”