Estate, Gift, and Succession Planning
Enhance and secure your financial well-being.
Do you have a plan?
Over the years we have engaged with many families in their focus on planning their estates and on succession planning in their businesses. At times, our most beneficial service to these families has been to encourage them to focus on these important matters. Most often, we are in a “trusted advisor” role with our clients and have good knowledge of their financial situations and aspirations, as well as of their family dynamics.
Dean Dorton’s estate, gift, and succession planning team
Over time, Dean Dorton has helped many clients through these processes and have gained a wealth of practical experience. We seek to add value beginning with the planning processes and working through the implementation and administration of the plans.
Some of the things we frequently help our clients with in the estate planning, gift planning, and succession and exit strategy planning and administration process are:
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