PROSPECTIVE CLIENTS   ›  TRUST & ESTATE PLANNING

Our advisors consult with our clients daily on trust and estate planning. We speak the same language as Estate Attorneys on the more complex as well as simple issues and are able to convey terms and issues to our clients in everyday language. We are able to answer many questions as the starting point for planning your estate and trusts. Many times we act as point person for the various parties involved in the planning and implementation process: attorneys, accountants, trustees and other insurance and investment professionals.