Estate Planning


While our firm does not produce wills or trusts ourselves, we recognize that estate planning is an integral part of your investment strategy. That is why our firm prioritizes getting an introduction to your attorney so that we can provide them with information they need to maximize your estate. These items may include:

  • Full list of investment accounts
  • List of highly appreciated assets
  • List of current beneficiaries on IRA accounts
  • Income distribution strategies for trusts with their own Tax IDs

Providing this information will make both your life and your attorney’s life easier. We encourage you to introduce us to your attorneys as we work with you. We also have several outside attorneys we can provide as referrals for those clients that may need one.