Estate Planning

  • A couple signing a document in an office with an estate planner

    Foundational Elements of a Comprehensive Estate Plan Part II

    September 21, 2026

    Wealth Management
    Strategic wealth planning is a comprehensive financial blueprint that coordinates your family, business, and estate goals beyond the construction and management of an investment portfolio.
    Read more
  • An older couple meeting with an estate planner

    Foundational Elements of a Comprehensive Estate Plan Part I

    September 10, 2026

    Wealth Management
    Taxation has been the traditional "hot button" that motivated people to see their lawyers about estate planning. Death taxes—inheritance taxes, estate taxes, federal taxes, state taxes—have taken a notorious toll on unplanned estates over the years.
    Read more
  • A family walking through a park together in the Fall.

    The Fundamentals of Estate Planning

    December 3, 2025

    Wealth Management
    If you haven’t attended to your estate plan, don’t put it off any longer.  If you do have an estate plan, consider reviewing it in light of the changes in federal tax law.
    Read more
  • A couple and their daughter walking outdoors together in the fall

    Estate Planning: Securing Your Legacy

    August 28, 2025

    Wealth Management

    Talking about what happens after you pass is not the most fun topic, but it is arguably the most important topic for securing your legacy. Estate planning ensures your wishes and goals are fulfilled upon your passing.

    Read more
  • An older couple on a beach vacation with their kids and granddaughter

    Travel Trusts: Giving the Gift of Experiences

    July 14, 2022

    Wealth Management

    With restrictions winding down and summer in full swing, Americans are beginning to experience some of the wonderful travel they previously deferred.

    Read more
  • A woman meeting with her financial advisor in an office

    Preparing for Parenthood

    May 26, 2022

    Wealth Management

    You are about to become a parent. Congratulations! Parenthood may be one of the most rewarding experiences you will ever have. There are also a lot of new factors to consider.

    Read more
  • A family with two young kids playing together in their living room

    Having “The Inheritance Talk.”

    May 10, 2022

    Wealth Management

    When is the right time to talk with heirs about inheritance?  It will probably be awkward because the conversation involves both money and death, and most people prefer not to think about either.

    Read more