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Estate Planning

Creating an estate plan is more than just wealth transfer or tax optimization; it encompasses your values, family, legacy, and the potential for positive change. By addressing the unique financial needs of each generation, we help maximize your impact both now and in the future.

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What you may be thinking:

What happens to my assets when I pass?

Your assets will be distributed according to the terms outlined in your estate plan, which may include wills, trusts, and beneficiary designations.

How can I make sure my family is taken care of?

By creating a comprehensive estate plan that includes provisions for financial support, healthcare directives, and guardianship arrangements, you can ensure your family's well-being.

I want to leave money for charities I care about, where should I start?

Begin by identifying the charities and then work with your estate planner to include charitable bequests in your will or establish a charitable trust.

What should I do now to protect my family?

Establish an estate plan that includes life insurance, a will, trusts, and powers of attorney to safeguard your family's future.

Who will be responsible for carrying out my wishes?

Appoint an executor or trustee in your estate plan who will be legally responsible for ensuring your wishes are fulfilled.

What you may be thinking:

What happens to my assets when I pass?

How can I make sure my family is taken care of?

I want to leave money for charities I care about, where should I start?

What should I do now to protect my family?

Who will be responsible for carrying out my wishes?

I want to leave money for charities I care about, where should I start?

What happens to my assets when I pass?

What should I do now to protect my family?

Who will be responsible for carrying out my wishes?

How can I make sure my family is taken care of?

What you may be thinking:

Our Approach

Our comprehensive understanding of your financial situation is crucial in aligning your financial strategy with your estate plan. This ensures that both are working towards the same goals and objectives. We understand the importance of estate planning and the complexities that come with it. That is why we take a collaborative approach to help you fully understand the language and intent of your estate plan. We believe that you should be fully informed and involved in the decision-making process, so we work closely to ensure that your estate plan reflects your unique needs and goals. We also recognize that estate laws are constantly changing, so we regularly review your estate plans to ensure that they are up to date and continue to meet your needs.

Our Estate Planning Conversations

Family Wealth Transfer Planning

Estate Plan & Trusted Contact Review

Estate Tax Analysis and Mitigation Planning

Retirement Planning

A comfortable retirement is a collection of smart financial decisions and careful planning. We diligently plan all aspects of your financial future to help you achieve your desired lifestyle.

Investment Planning

Maximizing the assets you've worked so hard to attain with customized, data-driven investing strategies.

Estate & Trust Planning

Helping you leave a legacy for the people and causes that matter most to you.