Estate and Philanthropic Planning

As a trust company, we have a keen and fundamental understanding of the wealth transfer process.  We regularly and systematically review your estate plan documents to ensure your wealth is efficiently transferred to your family, friends and the philanthropic causes important to you.  To uncomplicate the often complicated, we create a custom estate plan summary, consider applicable tax law implications and tackle any issues that may stand in the way of achieving your goals.  

 

We are not delivering a product; we are creating a process of long-term personalized planning.  One that offers the comfort of understanding exactly how your wealth will be transferred.