Because charitable gifts are rarely made in a vacuum, they often affect the other parts of your overall estate plan. Estate planning can be confusing and intimidating. Our estate planning services are especially designed to help you clarify your personal inheritance and philanthropic goals and to translate those goals into a cohesive and easy-to-understand plan.
We then work with you and your other advisors to implement your plan in a timely manner. The end result is the peace of mind that comes from knowing that your plan reflects the values that make you who you are; a plan that leaves a heritage for others to follow.
There is no charge or charitable obligation for these services. For more information, please see the following: