Estate Planning

I provide educational, planning and implementation of strategies for protecting, managing and administrating your assets during your lifetime, as well as providing for  the orderly passing of your estate based upon your wishes.  The purpose of any estate  plan should be to eliminate uncertainties over the administration of your assets, maximizing the value of your assets and to reduce taxes and expenses. The ultimate goal of estate planning is to prepare a plan and implement that plan according to the wishes and desires of my clients; which maybe simple or complex.  I am extremely  comfortable working with your financial planning advisor to coordinate your investment strategies with your estate planning goals. I also ensure that clients properly fund the estate plans they have created.