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Estate Planning

Our team partners with Knollmiller & Arenofsky, LLP, to meet all of your estate planning needs. We believe one of the most important parts of the financial plan process is getting this done. It helps ensure that your family will be protected and that your legacy will live on.

Through our relationship, we will work with you to figure out what matters most. Whether it's giving to charity or leaving assets for your heirs, let's find out how to give in the most tax-efficient and effective way possible. 

We will communicate and listen so that we can make the process as easy and personalized as possible.

What Matters To You


We will have a conversation about what is important to you to get an understanding of what you want your legacy to be. Our team will take notes and gather a list of assets to be included in the estate plan. 


Knollmiller & Arenofsky will draft a proposal based on the information provided. It will demonstrate the documents needed and cost of the estate planning. 


Attorneys will put pen to paper and get the documents put together with specific information. They'll carefully draft everything to secure your legacy. 


The estate plan will be reviewed with you so you understand all the various parts. We will also keep up a dialogue on the estate plan because we know life changes and your plan needs to change with it.

Get in Touch


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