Estate Planning

While we’re neither lawyers nor accountants, we often facilitate the process of estate planning for our clients.  Acting as the quarterback, we help family members articulate their goals, explore implications, and reconcile differing spousal and generational positions. We work with the family’s current advisors or bring together a team of attorneys, accountants, insurance and investment advisors to design, guide and implement the family’s desires.

Some of what we help our clients do:

• Open the lines of communication
• Guide discussions around desires, expectations and concerns
• Plan for contingencies
• Explore options, their implications and consequences
• Help reconcile differences
• Assure that needs are met
• Consider strategic philanthropic opportunities
• Create a family office