Estate Planning

You’ve worked hard to build and maintain a legacy, and you deserve to pass it on to whom you wish. Estate planning helps ensure what you want to happen, will happen. It gives you control over certain decisions such as who should speak for you, who should care for you when you’re unable to, and who should be responsible for managing your affairs. Regardless of your net worth, it’s important to have a basic estate plan in place. A proper estate plan provides you with financial confidence for you and your family.

Estate planning is an extremely complex area, one which is constantly changing and evolving. We know there is no “one-size-fits-all” approach and instead, we take the time to thoroughly understand your financial situation and work with you to help achieve your goals. Our financial advisors will coordinate with your legal and tax professionals to help establish a comprehensive estate plan.

Your team of advisors will help you cover all the financial bases including the circumstances that have never crossed your mind. To make sure it performs when you need it most, you must maintain your estate plan in the face of changes in tax laws, family circumstances and finances. Once an estate plan is in place, you should review it every few years with your team of advisors to make sure it is current and accurately reflecting your goals.

This information should not be considered tax or legal advice. You should consult your tax or legal advisor regarding your specific tax or legal situation.