Estate Planning and Insurance Services

As part of your comprehensive program, we review your current estate planning documents, and discuss in depth your desired legacy, wishes for your family and philanthropic inclinations. We also evaluate your plan against current tax legislation to ensure that it is thorough, effective and tax efficient. If there are any deficiencies, we help you work with counsel to make the appropriate adjustments.

We work closely with several prominent estate planning attorneys and are pleased to recommend an attorney if you desire.

Yes, we can help you evaluate your current policies’ effectiveness versus your personal risk factors. We are agnostic when it comes to recommending any particular insurance company, but work with several that specialize in addressing the needs of high net worth individuals.