We prepare estate documents and coordinate everything so your money goes where you intend.
Wills and living trusts
Powers of attorney (financial and healthcare)
Healthcare directives and living wills
Work with your attorney on complex planning
Business succession planning
Advanced trust structures (CRTs, SLATs, GRATs)
Strategies for transferring wealth during lifetime
Generation-skipping planning
Step-up in basis strategies for concentrated positions
Review and update beneficiary designations across all accounts
Ensure IRA, 401(k), and life insurance beneficiaries match intentions
Coordinate account titles with trust documents
Ensure assets are properly titled in trust name
Coordinate trust provisions with account registrations
Review trust terms for conflicts with beneficiary designations
Coordinate business assets with estate plan
Buy-sell agreement review
Key person and succession planning
My trust says one thing, but I think my IRA beneficiaries say something different—how do I know if they match?
We updated our will years ago—is everything still set up right?
My business is worth a lot but it's all tied up in assets—what happens if I die suddenly?
I have multiple children—how do I leave them an inheritance without ruining their work ethic?