Legal

Primarily focused on estate planning solutions, our legal representatives help our clients with issues such as providing advice on estate taxes, establishing wills, trusts and powers of attorney.

Our clients enjoy having the convenience of meeting with a lawyer at the same time and location as their other advisors. By using this type of team approach, we’re able to ensure that our clients’ needs are met promptly and efficiently.

The recent tax act has created the need for all estate plans to be reviewed. While at first glance, a repeal of the estate tax seems like a good idea, it is possible that actually more people will be exposed to tax. Don’t assume that estate planning is outdated. If you do, you may make Uncle Sam a primary beneficiary of your hard-earned assets!