Estate & Trust Planning

Estate & trust planning is a major element in financial planning. Our office understands the transfer of money or property to others should be timed, if possible to minimize the tax burden and maximize the benefits for those receiving the financial resources. Thus, our focus is to help you select the best course of action for the needs of your estate and dependents.

Whether you seek full financial planning services such as retirement plans, college tuition planning, tax planning, debt financing, living wills or specifically need estate and trust planning, our Certified Financial Planner & staff are ready to listen. Contact us for your specific need or in depth inquiry on how we can help.