Our Personalized Approach
Expertise and Strength
We have a dedicated group focused exclusively on the specialized area of estates and trusts. With the combined experience of more than 100 years, our trusted advisors include credentialed professionals with CPA, J.D. and AEP designations.
Personalized Estate Planning Strategies
Our experts will analyze your financial position, gain an understanding of your family and business dynamics, review your existing will and trust documents and then listen carefully to your desired family legacy and the intent of your estate. Then, we will develop and evaluate strategies to fulfill your needs by balancing competing personal and financial goals.
Estate Plan Implementation and Monitoring
Implementing an estate plan, or changes to one, can take time and may require the involvement of various advisors. If you have an existing team, we will work closely with them to help coordinate the process of implementing your estate plan. Our estate planners can also assist you with the selection of an attorney to draft documents, the transfer or retitling of assets, gifting programs or the purchasing of insurance. Most importantly, we will continue to monitor changes in your family’s health, business and other life situations to assess the continuing validity of your estate plan and its relevance under the law.
Coordinating with Your Existing Estate Planning Team
We work closely with third-party advisors—attorneys, financial or investment advisors, insurance agents, bank trust officers and others as needed—to ensure proper implementation of your estate and financial plans. We happily collaborate with you and your stakeholders so that your plans are executed in your best interests, and we help prepare you and your family to adapt to life changes.
Our estate planning team specializes in the services listed below; however, if you have a need outside of our core service areas, please let us know.