It is a known fact that estate taxes can consume up to 55% of your net worth at your death. As your financial
advisor, we will show you the various options available today to protect your wealth and will collaborate
with your attorney(s) and accountant(s) to ensure all aspects of your estate planning are in sync. We also have developed relationships with both attorneys and accountants and are happy to give you references to make all your estate planning needs synthesize.
