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Estate Planning

Your legacy deserves a thoughtful approach to planning that aligns with your values and beliefs. At the same time, you shouldn’t have to face the ever-changing strategies and regulations for estate planning on your own.

Like you, we are committed to providing for our families and preserving a legacy suited to their best interests. This is the basis for our comprehensive approach to estate planning; designed to benefit those you care for, preserve the legacy you’ve built, and further the causes you’ve championed throughout your life.

We develop strategies to avoid probate and help you transfer your personal and family wealth in a tax-efficient manner, ultimately giving you confidence in the financial well-being of your heirs.

All-Inclusive Estate Plan Support

  • Tax Efficient Wealth Transfer Strategies
  • Probate Avoidance Strategies
  • Evaluate appropriate life insurance
  • Work with your trust officers as needed
  • Collaborate with your attorney to create or update wills and advance directives

Do you need help navigating the finer points of efficient and effective estate planning from an experienced team of advisors?