Estate Planning
and Settlement

Your estate consists of virtually everything you own — your home, vehicles, investments, personal property, life insurance, etc. If you're like most people, you want to control what happens to these assets upon your death. As your financial advisor, we can assist you with all aspects of the estate planning and settlement process.

Administration of an estate requires a distinct set of specialized skills. As your executor, our highly-trained experts maintain an unbiased position in carrying out the provisions in your will, and we safeguard your assets so that they are distributed based on your wishes.