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Estate Planning

Estate planning enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. Your estate plan should spell out your healthcare wishes to help ensure that they are carried out. It can even designate someone to manage your financial affairs should you become unable to do so.

An effective estate plan involves coordination between your financial advisor and estate planning lawyer, and can provide some of the following benefits:

  • Gives you more control over your assets during your life
  • Provides care when you are disabled
  • Allows for the transfer of wealth to whom you want, when you want, at the lowest possible cost
  • Minimizes transfer taxes
  • Plans for the transfer of wealth
  • Protects your assets
  • Plans for charitable giving

Our process does not end with estate planning, but coordinates your estate plan with your overall plans for your business, investments, insurance, and employee benefits.

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.
Managing the Risk of Outliving Your Money

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

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