More than trusts and wills. It's about finding comfort in the circle of life.
How Do We Do it?
We offer services to help you maintain your financial legacy and transfer your wealth to the people or organizations that are most important to you. Though estate planning can be a difficult process, we aim to help ease that burden with the alliance of Planning You Can Trust®, providing the collaborative advice needed to help make confident decisions about your estate, and to see those decisions through. More specifically, we strategize directly with an in-house team of Estate Planning Attorneys to help craft the legacy that you envision.
Planning You Can Trust®: Our Estate Planning Partner
Planning You Can Trust is a corporate alliance designed to simplify your planning needs by providing wealth, tax, and estate planning in one efficient office. Our corporate partner, Law Office of James F. Roberts & Associates, will work with us to help you establish the right type of Trust with potentially greater tax advantages, and strategies to ensure that your legacy is left with the highest level of efficiencies.
This can include:
- Evaluation of current estate plan
- Revocable Living Trusts
- Specialized trust to meet specific needs
- Asset titling
- Gifting strategies
- Trust administration