Estate Planning

 

We assist executives, business owners, families, and others in designing their estate to accomplish personal objectives and minimize estate tax... often leading a team of professionals, including the individua's attorney, trust officer, accountant, and investment adviser in the process.

 

 

 

 

 

 

 

 

 

 

jeff coenen
jim houle
david pollard
greg toscano
kyle johnson
mark peterson
pat fairchild