We help you plan to meet your personal and family needs by reviewing your existing documents and agreements. We help you understand the roles of your trustees and executors and beneficiaries. We make sure your plan aligns with your personal wishes in life as well as your wishes for your legacy. We help you create an efficient transfer of wealth by identifying the impact of current asset ownership, and ensuring your assets are titled as detailed in legal documents. We advise you on charitable and gifting strategies, helping you meet your legacy wishes