It is important to have a healthcare surrogate in place to make decisions for loved ones that are unable to make those decisions for themselves. The necessary documents must be signed, notarized, and placed in the individuals file in order to be validated.

A successor trustee is important for smooth transitioning as a result of the removal, absence, or death of the primary trustee. Having a successor trustee allows continued progress in the execution of trust management.

You can give to a charity of your choice , i.e., a church, college, or other qualified charitable organization. Including instructions in your trust will allow for this gift to be executed during your lifetime or after death. It is important to find the balance between the tax benefits of giving and balancing the needs of your beneficiaries.

Planning how you or your family's wealth will be managed in the future can be vital to the growth and sustainability of your family's financial position.

Life insurance provides your family with the assurance that they will have the means to move forward when the inevitable happens.

Estate taxes can be complicated and expensive. We have trusted advisor relationships with partners that can help you navigate the complex tax laws when looking to satisfy your estate tax solutions.

Business succession planning involves structuring the appropriate plans and agreements that will allow for a smooth transition and continuation of operation in the event of disability, retirement, or death.