Broker Check

Estate Planning

It’s never too early to start thinking about your legacy or how you would like to be remembered. Just like having a plan for retirement, an estate plan is an important part of the customized financial planning process.

We will work with you to design an estate plan strategy that incorporates your personal values, life’s wishes, and family’s future in coordination with your estate-planning attorney and tax professional to cover all the elements of a comprehensive estate plan.

  • Wills & trusts
  • Planning for incapacity
  • Creating & preserving a family legacy using life insurance in estate planning
  • Strategies to minimize estate taxes
  • Charitable gifting strategies

Have a Question?

Thank you!