You have spent a considerable amount of time building wealth over your lifetime. Attempting to transfer this wealth to others while balancing the sometimes-competing needs of different individuals can be complex and confusing. The tax implications and legal costs of improper or insufficient planning for your estate can be extraordinary. While we are not attorneys and do not draft estate planning documents, we will work closely with you and your representatives to facilitate proper planning. If necessary, we can take advantage of relationships with several well-qualified estate planning professionals we have worked with over the years to provide these services to you (they would work on a fee basis directly with you; we would not have any financial stake in the relationship). Estate planning is complex and ever-changing. Thus, it is imperative to have your estate documents reviewed and updated regularly.