Financial & Estate Planning

Areas of Concentration

• Trust & estates
• Retirement planning
• Wealth preservation
• Charitable giving
• Insurance planning
• Closely held business succession and planning

Recognized skills and experience in sophisticated and creative planning techniques that help to minimize your taxes and maximize your control of your assets.  That’s why business owners, professionals and others with significant wealth or property choose the AP&S Financial and Estate Planning Group to achieve their long-term financial objectives. 

We work to understand your unique situation and provide customized estate planning and wealth transfer strategies that realize your financial goals, securing the utmost benefit for you, your family, your business and the organizations you support.

For new or revised estate plans, we devise tax-efficient business succession for closely held businesses, smart charitable giving tactics and innovative trust arrangements, and can collaborate with your accountant, financial planner, insurance consultant or broker to create a seamless financial plan that works to guarantee your objectives.  

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