Legacy Estate Planning
Legacy Planning
As your financial planning firm we are here to help you understand how your assets will be distributed under your current estate plan and existing tax laws. We work with brilliant estate planning attorneys and CPAs to formalize your wishes. We want to minimize your estate’s administrative burden and maximize the value distributed to your loved ones and the organizations you cherish.
Trust Services
Wills and trusts are a vital component of estate planning. They are legal instructions of where your assets should go when you’ve passed on. As part of your estate plan, we’ll help you develop a will or trust to fit your needs. One of the most important decisions in this process.
We understand that you’ve worked have towards your financial goals and your family deserves the counsel of an objective professional with the expertise plan your distribution and legacy.