As with many of our clients, estate planning is likely a critical component of your overall financial planning. You are looking beyond your own needs to consider your legacy to future generations. You want the peace of mind that comes from knowing you’ve done your best for your family, loved ones, and important charities.
Our advisors will help you to structure a comprehensive estate plan that reflects your values and wishes. They will walk with you through every aspect of your estate intentions, giving you the time you need to make sure all your questions are answered. Your tailored plan will support family harmony and peace-of-mind. You will be able to efficiently transfer your wealth, and your beneficiaries will be prepared to receive that which you have entrusted to them. By taking the time now to prepare for the future transition of your estate, you can make a huge difference in the lives of those you love or leave a lasting legacy through charities you support. We help you accomplish this through working with you to document your estate intentions and designing a financial and corporate structure that integrates with your overall estate plan.