Trust & Estate Planning
Rochester & Mt. Morris, NY

“Why do I need an estate plan? I am not a “wealthy” individual.” Estate planning encompasses so much more than just the preservation of wealth. A properly developed estate plan can protect you, and your family, by giving you the peace of mind that the legacy you leave will transcend generations.

Taking the initial steps to develop an estate plan can be daunting. We are here to put you at ease, and to empower you and your family with choice and opportunity, now and into the future. Engaging an attorney to create a last will and testament, durable power of attorney, and an advanced medical directive, is one component of this process. During our extensive DISCOVERY meeting we will address these and many other topics, including:
  • Naming a guardian for a minor child
  • Beneficiary designations
  • Estate income tax considerations
  • Charitable contributions
  • Living wills and trusts
  • Lifetime family wealth transfers
  • Business succession strategies

Partner with us to develop an estate plan with appropriate strategies to help ensure your family can be cared for.

Comprehensive
Financial Planning

Investment
Strategy

Retirement
Planning

Education
Planning

Risk Management &
Insurance Analysis

Trust & Estate
Planning