Our advanced estate planning and wealth preservation work helps you establish your legacy while mitigating tax liabilities for you and your heirs. Your plan incorporates our in-depth knowledge of ever-changing estate, trust, gift and tax laws.

Together, we’ll answer questions like:

  • Do you have a will and trust? If so, is it up-to-date?
  • How is tax legislation likely to impact your estate?
  • Do you plan a lifetime gift to heirs?
  • Will you establish donor-advised funds or set up a private family foundation?

Specific tasks we handle for you include:

  • Reviewing your existing plan and recommending modifications where necessary
  • Protecting your wealth
  • Developing and executing on transfer strategies
  • Titling assets and reviewing beneficiaries
  • Charitable planning
  • Gift coordination
  • Educating the next generation

You can rest easy now, knowing you’ve done everything you need to do to ensure a smooth transfer of your assets in the future.


We make sure your plan evolves to reflect changes in your life, and in estate laws.

Kim Wilkinson, Managing Director