Estate Planning

Securing the Transfer of Your Estate Planning

Estate PlanningOnce you have a solid financial and investment strategy, one of the most critical planning processes you can undertake involves your estate. Through careful analysis and proactive preparation, you can enhance your family’s capability to receive income, your business’ future and your executor’s ability to cover settlement costs. Your wealth advisory team will coordinate with your legal, tax and consulting professionals to establish a comprehensive estate plan that can include your will, a trust, probate issues, ownership of entities and the designation of beneficiaries.

  • Our specialists in state and federal estate taxes can minimize settlement costs
  • We help structure your estate according to the latest regulations and your goals
  • Your estate efficiently provides for your family and business needs

We work with clients with both large and small estates. The only prerequisite to our estate planning services is that you desire to provide the maximum benefit to the people you care about. Our firm, in conjunction with your investment and insurance specialists, has the experience to guide you through an effective planning and implementation process.

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