Estate Planning -- For many of our clients, an important aspect of their overall goals is the transfer of wealth to future generations. Doing this in the most cost efficient manner is critical. We help our clients plan and implement creative, cutting-edge estate planning strategies. This often includes charitable giving strategies. We work closely with our clients' other advisors, including estate attorneys, trust officers, and insurance agents. Important aspects of estate planning include the non-financial, personal issues related to wealth management and transfer. We work hard to understand our clients' concerns related to these issues and incorporate them into the overall plan. We also believe that estate planning needs to be integrated with the other areas of personal financial planning.