Estate Planning

We will help you put the steps in place to ensure your legacy is carried out according to your wishes.

Many of us avoid talking about the day when our health will decline and we will pass away.  We’d rather enjoy our families, celebrate milestones, plan vacations. But if we can bring ourselves to have that talk, we give ourselves peace of mind and the power to ease the transition for our heirs.

In fact, estate planning is as much about what happens while we are alive as when we are gone. Who has the legal authority to make decisions about our health care if we are unable to make them ourselves? Who can legally manage our financial affairs with our best interests in mind? You can make all these choices and more.

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Forget Minecraft. We played Wall Street Survivor!


This spring we welcomed seven local students to our offices for a run of Wall Street Survivor — the virtual stock market game that pulls back the curtain …


Big Changes Coming to Social Security Planning


Last year, Congress passed budget legislation that will dramatically change the options available to you when choosing how your Social Security benefits will be…