Estate Preservation Planning

Accumulate, Conserve, and Distribute.

Estate Planning in the broadest sense encompasses the accumulation, conservation, and distribution of an estate. The overall purpose of the estate planning process is to develop a plan that will enhance and maintain the financial independence of you and your family.  We can help you explore creative options and help:

  • understand the process of planning an estate 
  • plan strategies to protect, conserve and distribute your estate 
  • coordinate your estate planning strategies with your attorney