“Your present circumstances don’t determine where you can go; they merely determine where you start.” – Nido Qubein

Estate Planning

I believe that Estate Planning is one of the best ways to help assure that, after your death, your assets will be handled as you intended.

In conjunction with your tax and legal advisors, I can assist you in:

  • Reviewing a Will and Living Trust, as well as other Estate Planning legal instruments.
  • Purchasing insurance to fund Estate Taxes.
  • Developing a strategy for making lifetime gifts.
  • Identifying Successor Trustees to carry out your wishes after your death.

Wherever you are in life, whatever your Estate Planning goals happen to be, I can help establish a disciplined plan of action so you can make appropriate financial decisions for today and tomorrow.