Estate Planning

Estate planning, at its core, involves preparing during your lifetime for the management and distribution of your assets both while you’re alive and after you pass away. However, it encompasses much more than that. It also includes planning for your care in the event of incapacitation and addressing your family’s unique situation and goals. This can involve provisions for minor children, tax minimization, probate avoidance, and planning for future generations. We refer to this comprehensive approach as holistic estate planning, as it considers your entire situation, your family’s circumstances, and your long-term objectives. Contact us today to begin the conversation.