Estate Planning

Department specialist: Don Nilson, Errin Mechler

Estate planning is a subset of financial planning. A sound estate plan ensures that your financial planning strategies TODAY will prove wise, effective and executable after your passing. We work with you and your estate lawyer to ensure that your bequests are tax and probate efficient, as well as clear and expressive of your wishes.”

Don is a professional member of the international Society of Trust & Estate Practitioners, with over 10,000 members in 33 countries. Our Manager of Personal Client Services has expertise in the preparation of trust returns and related planning issues.

Link to Estate Planning Articles