plans that protect heirs while aligning with clients' finances

Our estate planning service helps clients develop estate plans and trusts that align with finances, protection of heirs, and fulfill asset distribution to individuals and charities as intended. In addition, we ensure plans and actions minimize estate tax implications, and reviews considerations including methods of ownership. We often serve as executors or trustees, working with our clients and their legal counsel.

Estate Planning is a component of our BRISE Planning Model.

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our approach

BRISE Planning Model

Our BRISE Model consists of five of our services that can be customized, offering you flexibility to choose the services you need. The model has proven to be effective with our clients in helping to identify goals and create actionable steps to reach them.