How we can help
Estate planning often involves several professionals. We can help organize financial information, identify tax questions, and work alongside your lawyer and other advisors. Legal documents and legal advice should be provided by a qualified lawyer.
What the service can include
Will & Trust Planning
Power of Attorney
Tax-Efficient Transfers
Succession Planning
Frequently asked questions
No. Those are legal documents and should be prepared by a qualified lawyer. We support the financial and tax-planning components and can coordinate information with your legal advisor.
Yes. We can help identify financial and tax considerations and organize information for a coordinated plan with the owner’s legal and other professional advisors.