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Estate & Legacy Planning

An estate, gift, or trust plan is more than the creation of a document and the dispersing of your income or assets. An integrated Estate Plan considers your goals and values.  It creates a tax-efficient deployment of your hard-earned assets during your lifetime and beyond. 

By working collaboratively with a highly qualified Estate Planning Attorney, our goal is to ensure:

  • You maintain control over your assets while you are living, in the event of incapacitation
  • Your assets are transferred in accordance with your wishes, probate free
  • Privacy of your financial affairs
  • Forecast, plan, develop your future estate
  • Minimize exposure to estate and income taxes
  • We identify what other protections your trust should address
  • Ensure the well-being of your heirs
  • Enjoy an expanded philanthropic role
  • Leave a legacy
  • Protect your family from discords that stem from a lack of definition and organization


We believe good communication is important in any relationship. We email two letters every quarter filled with our market views, financial planning and tax tips, in addition to the monthly statements you will receive from National Financial Services. Finally, we encourage a minimum of annual meetings to check on your progress and make any necessary course corrections.


4 Elements of an Estate Strategy

4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
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Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
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Estate Management Checklist

Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  704-644-3540

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