Who needs an estate plan?

Anyone who wants to assure that their legacy is passed on in a manner consistent with their wishes.

We believe that a vital, often forgotten step, in a financial blueprint is having your estate in order. Your financial blueprint can be quickly eroded by estate taxes and probate fees. Knowing what you own and designating your heirs is an important first step to preserving your financial blueprint for generations to come. Other important documents to consider are Medical Directives, Living Trusts, Life Insurance Trusts, and other charitable and estate instruments.