Estate planning means something different for everyone.
For some, a simple will, health care directives, and a financial power of attorney may be exactly what they need.
For others, complex planning is advisable. It requires an in-depth, tailored approach. We often take a long-term view, working with successive generations of the same family to accomplish long-term goals.
We recognize that proper planning consists of more than just a few documents or good ideas. It requires understanding family dynamics and personal goals, thoughtfully designing a plan that balances financial and tax objectives with the relationships and values that matter most.