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ESTATE PLANNING SERVICES

While not always our clients’ favorite topic to think about, we understand the critical importance of having a plan in place now to ensure that your wishes are known and implemented in the future. Through the estate planning process, we get to know what and who is important to you and help you clarify your legacy goals.

We work with you to determine the strategies and tools needed to give you the peace of mind that your legacy remains intact and that your survivors will be provided for. We collaborate with your estate planning attorney to evaluate and implement the recommendations identified.

Estate Planning Strategies

  • Estate Plan Document Review (Last Will and Testament, Powers of Attorney for Health and Property, Living Will, Trust Documents, etc.)
  • Beneficiary and Account Ownership Review
  • Insurance Needs Analysis and Policy Reviews

Advanced Estate Planning Techniques

  • Family Gifting Strategies
  • Business Succession Planning
  • Charitable Giving Techniques
  • Trust Planning
  • Estate Tax Planning and Mitigation

 We invite you to contact us to learn how we can help you build greater value in your financial situation.