Estate Planning

Our wealth management team assists you to preserve and protect your assets, provide for the future of your family, and fulfill your philanthropic wishes, all while managing estate and gift taxes. Estate Planning is a crucial component of managing wealth wisely. 

We offer sophisticated strategies and techniques for individuals with large estates or complex family relationships.

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Our Approach

Our approach includes estate planning within the context of your overall individual or business financial goals combining it with tax managing and asset preservation strategies. We are adept at mediating the sensitive family issues that estate planning may sometimes entail. 

Services We Offer

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Services

  • adjust Trust Services/Funding strategies to help address goals
  • adjust Manage Estate Taxes
  • adjust Manage Assets
  • adjust Special Needs Family Member
  • adjust Business Succession Plan Purposes
  • adjust Gift/Estate & Income Tax Saving Strategies
  • adjust Tax Return Preparation Assistance

Vehicles

  • adjust Charitable trusts
  • adjust Irrevocable life insurance trusts
  • adjust Family limited partnerships
  • adjust Qualified personal residence trusts

Our Team & Philosophy

Our experienced financial planning professionals help to provide sophisticated tax management strategies—allowing you to confidently pursue your financial goals. 

Meet Our Team

Ready To Get Started?

Connect with one of our advisors and start your journey with us today.

Kathleen H. Hosty
Financial Advisor, CFP®

Professional Experience Kathy Hosty has over 30 years of professional experience in investment and financial services. Her investment experience is …