Estate planning is a vital part of financial and retirement planning, since it describes what happens in the event of your death. While life insurance provides a death payout to your beneficiaries, other assets should be considered. A poorly designed estate plan can drastically decrease the amount of wealth you transfer, lead to problems with beneficiaries and successors, and burden your family with making hard decisions.

As experienced advisors in many areas, we can create a tailored estate plan that complements your financial goals and details your final wishes.

Our comprehensive estate planning services include:

Charitable Planning – leaving a lasting legacy to an organization that supports your vision and passions.

Wealth Transfer – ensuring that your beneficiaries and heirs receive your gifts according to your wishes

Asset Positioning – structuring your assets so that the maximum amount possible is issued to the next generation.