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Estate & trust 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.
What happens to my assets when I pass?
When should I take Social Security?
I want to leave money for charities I care about, where should I start?
Who will be responsible for carrying out my wishes?
What should I do now to protect my family?
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 their 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 & Trust Planning Conversations
Family Wealth Transfer Planning
Estate Plan & Trusted Contact Review
Estate Tax Analysis and Mitigation Planning
Additional Services
Estate & Trust Planning correlates with these other wealth management conversations.
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.
Wealth Planning
An ongoing process that updates as your life changes. Taking an expansive approach to financial planning that focuses on every aspect of your financial life.
Health & Insurance Planning
Protect your family and your wealth with customized coverage.

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We’re here to help. Get in touch to request your personalized wealth strategy without cost or obligation.

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