Our Expertise
Our Expertise

Trust & Estate Management

Our multi-generational client relationships didn't happen by just referring clients to the local law firm or selling life insurance - because you might not need them to achieve your specific objectives.

Our experienced trust & estate planning specialists will listen, analyze and help prioritize your goals. Then, you may hear some advice you might not expect, such as: "Consider a trust from a different state," or "You actually don't need a trust," or maybe even "You can go ahead and cancel that life insurance policy." 


Strategies employed today can be priceless tomorrow.

♦   give the opportunity of a college education to distant grandchildren

♦   avoid family conflicts over inherited property

♦   control access to inherited funds to prevent spendthrift tendencies

♦   mitigate or eliminate federal and state estate taxes

♦   provide for the fiduciary management of your assets in the event of your incapacity

♦   retain and protect treasured property in the family

♦   avoid probate and other postmortem legal proceedings

♦   protect and/or dispose of family business interests

♦   ensure a comfortable financial future for surviving spouses

♦   protect your assets from creditors and lawsuits

♦   protect your children's inherited assets from creditors, lawsuits and divorces

♦   provide lasting care for loved ones with special needs

♦   establish a charitable foundation that makes a difference - even in your absence.


Transitioning financial affairs to the next generation

At the worst possible time, many grieving family members have to hunt down the decedent's assets, financial accounts, and important documents.

Not yours!

You'll have your own Personal Financial Website and Document Vault.

It's a centralized dashboard where you - and eventually your heirs - can quickly and easily access all of your updated financial accounts and contact information for your friends and trusted advisers.

PLUS, we provide you with unlimited storage capacity in a private document vault to hold copies of your financial plan, investment details and reports, estate plan documents, medical directives, social security information, property deeds, powers of attorney, tax returns, and any other confidential items that you may want to keep both secure and accessible.

It's all in one place, safe and secure, and accessible online 24/7.

Let our experience be your guide 

Recent Death

Why do so many complicated tasks have to emerge at the worst possible time? Our trust and estate specialists know what to do, and what not to do, to streamline the administration of an estate and allow the survivors to focus on their families.

Trust Planning

Many times, a specific estate planning objective is best achieved under the trust laws of another state. Our Trust & Estate specialists can help evaluate unique and valuable trust and estate planning opportunities wherever the state - or country - laws are most favorable for your specific goals.

Serving as Trustee

In most cases, you can retain full control over your estate plan. Our Trust & Estate advisers can help many trustees outsource the administrative duties and legal requirements while remaining in control over the trust decisions and assets.

Reducing taxes

Why buy life insurance to cover a tax that could be eliminated through strategic planning? Our Trust & Estate specialists have a proven history of saving our clients millions of dollars with a variety of tried-and-true estate tax strategies.

Saving Money

Why make your heirs incur the emotional and financial capital to go through court-supervised probate if they don’t have to? In most cases, even basic estate planning can eliminate the need for the expensive and time-consuming probate process.

Protecting Assets

Thought you had to go offshore to protect your family’s assets? Ask us about the domestic and international asset protection strategies that are available to protect you and your heirs from creditors, lawsuits, and divorcing spouses.

For more information, contact us today!



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