Estate planning is a crucial part of overall wealth planning. We will work with you on determining what is the best way to protect, grow and transfer your assets from both a tax and legal perspective. While we do not practice law, we do have a deep understanding of the estate planning process and will work closely with you and your legal counsel to make sure that your financial desires are carried out both during your lifetime in the case of incapacity and at your passing. We work closely with our clients and their families to make estate planning understandable and enjoyable.