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Boats in the Bay
Enabling Peace of Mind Through Purposeful Planning and Thoughtful Investing


Trust and Estate Planning is a critical component of comprehensive wealth management. It’s about ensuring your wealth is transferred according to your wishes, in the most efficient way possible.

What is Trust and Estate Planning?

Trust and Estate Planning involves making plans for the transfer of your estate after death. Your estate is comprised of everything you own— your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, personal possessions.

Why is it Important?

Effective trust and estate planning can provide peace of mind for you and your loved ones, knowing that your affairs are in order. It can also:

  • Minimize estate taxes

  • Protect your assets from creditors

  • Avoid the time and costs associated with probate

  • Ensure your assets are distributed according to your wishes

Our Services

We offer a range of services tailored to your individual needs, including:

  1. Estate Planning: We’ll help you visualize your current plan and help you improve and update in a way that takes into account your unique circumstances and goals.

  2. Trust Services: We can assist with the establishment and management of a variety of trusts, designed to protect your assets and provide for your loved ones.

  3. Tax Planning: Our team can provide strategies to minimize the tax impact on your estate, ensuring more of your wealth goes to your chosen beneficiaries.

  4. Charitable Giving: If you wish to leave a legacy through charitable giving, we can help you incorporate this into your estate plan in a tax-efficient manner.

Get Started Today

Planning for the future can seem overwhelming, but you don’t have to do it alone. Our experienced team is here to guide you every step of the way. Contact us today to start the conversation about your trust and estate planning needs. Your peace of mind is our priority.

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