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Estate Planning

Preserve your legacy and protect your loved ones.

An estate plan focuses on your family and their future. It contains your instructions for your family’s financial security, your health care and your wishes for passing on assets. It affects charities and organizations you support, and the future of the people you care about most.

Transferring wealth requires careful planning to ensure your wishes for the future are properly addressed.

Most of us would like to transfer our estates according to our wishes, while minimizing estate taxes and expenses. The optimal strategy depends on your age, the type of assets you own, and many other factors — and these options may change throughout your lifetime. Making smart decisions now can reduce the amount that is lost later to various taxes, court fees, and many other expenses.

Because an estate plan is a set of living documents, it needs to adjust and change with your life. Too often, a plan gets filed, stored and forgotten. It becomes more out of date as new laws pass and personal and financial situations change. Sound estate planning is one of the most important steps you can take to preserve your legacy and protect your loved ones. An outdated plan may be worse than no plan at all.

Let our advisors help guide you to ensure your legacy is exactly what you had in mind.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.