Estate Conservation

Once you have achieved a certain level of financial wellbeing, your priorities may shift from accumulating wealth to protecting it and taking steps to help the people and causes you care about benefit from your success. It is also natural to give thought to creating a meaningful financial legacy as one ages. Estate strategies can help you take control of issues that may matter to you. 

We devote our practice to understanding our client's specific legacy plan and to work hand-in-hand with their respective estate attorney. Alternatively, if you have interest in creating a legacy plan, we can point you in the right direction of well established, board certified estate attorneys within our network.