We help you leave a map,
not a mess,
so your loved ones can follow a clear path.
Estate planning allows you to communicate your decisions and wishes for your family and friends when you are no longer able to do so. It is never too early or too late to create a road map for your loved ones and it needs to change as situations and circumstances in your life change. We use an interactive estate planning system to model in real-time the vulnerabilities and benefits of various estate planning scenarios. We provide estate valuation and asset transfer calculations. We also collaborate with your CPA to generate a detailed estate tax analysis and create a tax efficient strategy to transfer wealth to individuals and causes you care about most. We then work with your estate planning attorney to make sure that legal documents such as wills, trusts and durable powers of attorney accurately reflect optimal strategies to ensure your lasting legacy.