Estate Program

Planning your estate is one of the more important things you should do in your life. You want to ensure that the execution of your estate is handled according to your wishes and not the State or someone else's.

We of course are not attorneys, but we will work with you and your attorney (and help you find one if necessary) to achieve proper planning. Our Estate Program coordinates the review, analysis and implementation of wills and a variety of trusts and charitable gift programs, if appropriate. Estate administration, taxes and transfer costs can be kept to a minimum.

We will help you determine the proper amount and mix of life insurance. This may help provide adequate family income in the event of an untimely death, as well as the continued protection and accumulation of assets if there is not such an occurrence. This program helps you continue the standard of living for your family. It eliminates confusion, compromise, and dependence, while providing a safe, healthy and confident environment for your family.