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Your legacy is at the forefront when Setting Up your Estate Plan

When working with our clients on their Estate Plans, we are often faced with questions as to whether they really need one in addition to a will, and if so, what are the tax-saving benefits. Our approach his to empower our clients to think beyond the numbers because how you want to be remembered, is just as important, if not more, then how you want your property and assets divided and handled. Minimizing estate, gifts and wealth transfer taxes are just the beginning, we are here to help you build your legacy.

Creating your Trust and Estate Plan

Perhaps there has been an addition to your family as in a birth? Or your marital status has changed recently? When it comes to Estate Planning, life events do have a significant impact on your planning and require you to revisit your plan on a frequent basis to make sure what you have built personally and professionally falls into the intended right hands.

Plan and set Your Investment Goals

Family Estate Planning

In addition to creating a lasting legacy, clearly removing any financial burden from your family can be a worthwhile motivation in starting your Estate Planning. Forming a Trust is one common way we can help you minimize estate taxes while also defining how funds are distributed and managed both during your lifetime and after. Tax-minimizing trusts like a Revocable Living Trust can help you cover your bases during your lifetime while a Charitable Trust can help ensure your assets are seamlessly transferred to a meaningful cause when the time comes.

Business Estate Planning

Your business is a big part of how you have and will continue to provide for your family and should also be considered as an important part of any Estate Planning.  Our Advisors can work with you to ensure that you are taking the proper steps to ensure what you built during your career will be part of your overall legacy. Making sure you have the right business-related trusts like a Bypass Trust and or a GRAT Trust in addition to a solid Succession Plan, can make a difference in the ease of transferring any business assets.

The common thread in all of these scenarios is our meaningful relationships that come first and for that reason we have devised a unique cost-structure that allows for unbiased decision-making and an open line of communication so you don’t have to be concerned about the cost of advice.

Your 3-Step Process to a Customized Trust and Estate Plan


Understanding that conversations around Estate Planning can be sensitive, we devote the time needed to discuss topics that in the end we know will benefit your family both financially and personally. Exploring your passions and life purpose also plays a role as these aspirations can guide us to advise on additional ways to preserve your legacy.


Depending on the many moving variables that go into Estate Planning, we can recommend the right tax minimizing Trust to ensure the basics like asset allocation and transfer of wealth are covered. We also collaborate with your Estate Planning attorney to ensure that our guidance is in line with Estate Planning laws that are shifting year to year.


Estate Planning is an on-going process and it is important to review on an annual basis as well as after any life changes to ensure your plan is as up to date as possible. We also review to make further recommendations that might impact your business or personal life.

The starting point of any plan begins with a baseline understanding of your current investments and risk tolerance. Let’s get started and find yours.


Meet Our Founder, Rick Bell

“When a client or one of their professionals (accountant, lawyer, trust officer etc…) has a question about money, they pick up the phone and call us. We establish from the onset we are here to build a relationship and the questions flow more freely that way.”


Meet The Team

Your Trust and Estate Questions Answered

Don’t see what you are looking for above. We have explored and written about trending trust and estate topics on our blog. Check out these posts for more!

How often do I need to review my estate plan?

How does my charitable giving affect my estate planning?

In preparation for estate planning, any advice on how to discuss finances with my family?

drop us a line here with additional questions