Protect the Legacy That You’ve Built.

Wills*, revocable/irrevocable trusts*, and beneficiary/titling audits to help move assets privately and efficiently to heirs while reflecting your personal and philanthropic wishes. 

Term, permanent, and second-to-die life insurance policies are designed to help replace estate-tax liquidity, equalize inheritances, or amplify charitable bequests. 

Stand-alone or combination life insurance/ LTC coverage woven into cash-flow projections to help ensure extended-care costs don’t erode your legacy.

Powers of attorney, health-care directives, special-needs, and asset-protection trusts—drafted or reviewed in concert with your chosen counsel to keep every document current and congruent. 

GRATs, family limited partnerships, charitable trusts*, and Roth-conversion timing designed to help compress income, capital gains, and estate taxes across generations.

Because laws, markets, and family dynamics change, we schedule legacy “check-ups” at least every two years—and any time you hit a life milestone—to help ensure your documents, titling, and funding are as up-to-date as your ambitions.