In addition to our core services, we can connect you with Estate Planning consultants. Estate planning will help you manage your personal asset base and make sure your assets are bequeathed to your heirs if something were to happen to you.  Proper estate planning can also save your loved ones from bearing unnecessary financial burdens. We can help with:

  • Creating a will
  • Health care directives
  • Powers of attorneys
  • Setting up trust accounts
  • Limiting estate taxes
  • Establishing a legal guardian for your children
  • Managing your beneficiaries on life insurance plans
  • Establishing funeral arrangements

You’ve worked hard to build your wealth, which is why your estate planning strategy is an integral part of your overall financial plan. How do you want to distribute your wealth? What kind of legacy do you want to leave? What are the implications of these decisions? In addition to building wealth, preserving wealth and creating a plan to leave a legacy these are critical components for most people. Our financial team and estate planning services are aligned with these goals in mind. Our estate planning team will work with you to develop a comprehensive estate plan that will help provide financial security, protect your family’s interest, and make sure that your estate will be transferred according to your wishes.
We can help you articulate your goals and develop a comprehensive estate plan strategy in order to reach those goals. Drawing on our expertise, you’ll be able to maximize the value of your estate by keeping your tax liability as low as possible.