Sometimes, the most important plan you will make is to prepare and protect others after you are gone.  We can help you to understand and plan for:

  • minimizing taxes on your estate

  • protecting your family from the capital gains tax on your business or investments

  • leaving money to your family, beneficiaries, or charities


As independent advisors, we offer you the best choices for your situation, both personal and corporate. We collaborate with your accountant and lawyers, ensuring the plan is congruent with your wishes and consistent with all laws and regulations.