We view each estate planning engagement as an opportunity to demonstrate our creativity, integrity and expertise in providing value and bottom line results to our clients as trusted business advisors.

Estate Planning is a complicated and challenging process in which we can assist you in creating, preserving, and protecting your wealth. Expert planning will reduce estate taxes, keeps the "family business" in the family, or provides for the comfort and well being of your loved ones. Our experts are qualified and experienced to listen, design, and execute your estate plan. We will coordinate with your legal advisors and other professionals to ensure your estate plan is tailored to your unique needs.

With the constant changing rules on estate law, use our expertise to eliminate your worry.

Estate Planning Service Expertise:

• Planning for a smooth and tax-advantaged transfer of your wealth
• Valuations
• Long-term health care needs assessment
• Tax savings analysis
• Preparation of federal and state returns
• Charitable giving analysis
• Proper retirement savings vehicles and coordinating beneficiary designations
• Periodic review of wills and other planning documents

Estate Service Contacts:

Marlin Benedict, Managing Partner
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Dennis Weidman, MT Partner
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Jonathan Fry, Principal
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