Services

Estate Planning

Your spouse, your heirs and your favorite charities will benefit from your generosity

“Protecting Your Legacy Wealth with Estate Planning”

Like many investors, providing your heirs with the legacy of your wealth is probably a top priority. We can help you develop estate plans that support your vision and beliefs about wealth distribution.

Our in-house financial experts will craft a MASTERPLAN® specifically for you, by first listening carefully to how you view your wealth and what kind of legacy you want to leave for future generations. 

We then organize your assets, minimize estate taxes for you or your heirs and streamline the estate distribution process. We’ll ensure that your estate plan keeps pace with changing law. And we’ll clearly communicate any recommendations for plan modifications in a timely manner.

It’s important to us that you have peace of mind, knowing that your plan is always up to date and aligned with your wishes and your values.

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