Broker Check

Estate and Legacy Planning

An estate attorney helps you establish the legal instrument for the estate plan. Our practice is here to help you decide how to structure your finances within the plan with the goal of optimizing your financial results and putting you in control of your legacy.

We have helped many clients establish their estate plans. We can help you incorporate insurance and annuities, educational funding, charitable income, gift, or estate tax deductions into a plan.

Discover more about how to structure you finances within your estate plan. Contact our office today!


Free Guide: All About Tax Reform

In 2018, the United States saw the biggest overhaul to the tax code in 30 years. Download our free ebook now to learn about how these changes impacted the financial landscape.

Thank you! Oops!