Estate Planning
From planning for the security of future generations to supporting causes near your heart, we help you ensure your assets and finances are handled the way you want them to be, even after your death.
Estate planning is a crucial component of any financial strategy — outlining your wishes and instructions for your assets, beneficiaries, and guardianship for minors or special needs children. By planning ahead, you can minimize taxes, avoid family disputes, and protect your assets from creditors.
Create a legacy you are proud of.
Estate Planning
Secure the financial future of those you love
Regardless of your age or financial standing, estate planning is crucial to ensure that your legacy is preserved, and your family's financial future is secure.
Aging & Caregiving Planning
Estate Preservation
Beneficiary Based Estate Planning
Choosing Durable Power of Attorney & Trustees
Asset Based Estate Planning Strategies
Charitable Based Estate Planning
Get to know Us
Meet Ron Koplan — Accredited Estate Planner
‘I have been in this business for 4 decades! I am a Certified Public Accountant, Personal Financial Specialist, Registered Investment Advisor, Chartered Global Management Accountant and Accredited Estate Planner. I am a dog lover, daily exerciser, and skier, and my favorite dessert is cheesecake.’
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