Estate Planning

estate planning Explained

WHAT IS ESTATE PLANNING?

Different families have different planning needs. Each will be concerned with bringing order to their affairs as well as passing on their goals, values, and passion for life’s important matters. Families of modest means need to provide for their physical and financial concerns, as well as long-term care. Families who are members of the great American middle class need to protect their hard-won assets, to use the tax laws to maximum advantage, and to ensure their children’s inheritance.

Affluent families must concern themselves with the same issues, as well as the stewardship of their wealth, their enduring significance and impact on society, and the responsibilities they wish to pass on to their family members. Susan has extensive experience in crafting plans for families of every economic class and background. Furthermore, even if you already have a plan in place, we can review it for common shortcomings.

Meet The Team

Our Team

Our expert team of caring professionals will help you build your plan right the first time; giving you the peace of mind to be able to focus on what matters most – spending time with your family.

We firmly believe in treating all clients like they are our own family. As a result, not only have we put together a compassionate and highly-skilled team of people, but together we have served all generations of families, from the grandparents down to the grandchildren. 

Our team loves what we do, and truly are humbled by the trust our clients have placed in us over the years.