Estate Planning

What do you want your legacy to look like? Do you wish to leave assets to a family member, friend, or charitable organization? Do you wish to have your name enshrined upon a library or other public building? Or maybe you would simply like to see that family farm or business stay within the family for generations to come.  

These are all valid concerns and questions that are addressed during estate planning. We work with you to help in assessing your current asset profile while taking into consideration future taxation that your estate could incur along with identifying ways to assist in safeguarding assets or business interests as they pass from their current ownership to their inheritors. 

Give us a call or Click here to book some time to discuss your estate planning needs.