About Us Estate planning is about more than minimizing taxes and avoiding probate. Whereas these are important components, how you plan your estate is literally a reflection of what you value in life. Do you want to ensure that your beneficiaries will receive your hard-earned assets in a manner specifically tax-efficient, cost-efficient and protected from lawsuits? Do you have a business you want to pass along to family members? Would you like to make sure a beloved charity or educational institution receives an endowment while you receive income for life? Whatever your specific concern, you want to make sure the wealth you have spent a lifetime accumulating is protected from excessive taxation, personal liability and a long or costly probate.