Family & Multigenerational Estate Planning

Most people's eyes glaze over when they hear "estate planning" and understandably so. Estate planning legislation is constructed with confounding terminology and mystifying concepts. Many professionals exacerbate peoples' confusion by inadvertently talking over their heads, leading to inaction. We help our clients break down the fundamentals of estate planning and work with them to help them understand and plan the best route to plan their legacy.

Multigenerational family photo


How Can an AEP Professional Help You?

  • Offer advice and help you prepare a personalized estate plan.
  • Recommend planning strategies to build and preserve your wealth.
  • Explain all of the complicated estate, tax, and personal planning issues associated with your specific needs.
  • Coordinate the services from all of your professional advisors or refer you to those who will help you meet your objectives.
  • Provide the peace of mind that your needs are taken into account and that your wishes will be followed in the future.


As a member of the National Association of Estate Planners & Councils, each AEP professional recognizes the importance of adhering to a code of ethics that emphasizes a team approach to estate planning. You may rely upon the competency, knowledge, professionalism, integrity, objectivity, and responsibility of each person qualifying as a candidate for certification, as well as those who are currently certified.


Dedication Collaboration:

Your AEP designee is committed to you and your unique situation and understands that each estate plan is different and must be handled with thoughtful consideration.

They will work with you to develop a strategy that will help you achieve financial security during your lifetime and facilitate the intended transfer of your assets upon your death while taking into consideration your unique circumstances and the potential costs of alternative ways to achieve your goals.


Every AEP designee is licensed, practices within the field, has proven experience, and is recognized by his peers as having a strong professional reputation. An AEP professional is required to obtain a significant amount of continuing education yearly, remain current with their licensing organizations and certify loyalty to their clients and the team approach to estate planning.

There is nothing more important or priceless than family. Let us help you plan your legancy. Give us a call today.


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Learn more about our team on our team page!

2019 Tax, Retirement, & Estate Guide

Our Tax, Estate, & Retirement Guide was created to provide one, double-sided page of information relating to your taxes, estate, or retirement. It works great for CPAs and clients alike. Feel free to click through the guide, or download your own copy by clicking the download link below.

Download 2019 Tax Guide  


It's never too late to plan your estate!

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The Accredited Estate Planner designation is administered and maintained by the National Association of Estate Planners & Councils. Founded in 1962, the association's core belief is that the client is best served by a team approach to estate planning, involving attorneys, accountants, trust officers, insurance and financial planners, and other qualified professionals.