We are passionate about asking…and listening

• When was the last time you completely reviewed your estate plan?

• What aspect of your estate plan makes you feel uneasy?

• In the last 12 months, what steps have you taken to reduce estate tax liability?

If you are a business owner:

• When was the last time you reviewed your business succession plan or made arrangements for the transition of ownership?

It all starts with a conversation. Let’s get started today.