Estate Planning

   

 

How you transfer wealth to your heirs is a deeply personal decision. We can show you the many choices and outcomes available to help you understand what is best for your specific goals. Depend on us to guide you with a plan for the next generation, and know your assets will be invested accordingly.

We provide solutions in areas including:

Preservation & Transfer

Read our reflections on the challenges and opportunities we’ve guided our clients through during this phase of their lives

THE LEGACY CONVERSATION

Make a plan to start a conversation with your family members about what’s really going on behind the money

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NAMING YOUR TRUST AS BENEFICIARY OF AN IRA

Naming the right beneficiary of your IRA is a simple, crucial, yet often misunderstood first step in planning your legacy

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