Legacy and Estate Planning
Manage the bequest of your assets to heirs and the settlement of estate taxes
Whether it’s providing income for a spouse, educating children or grandchildren or leaving money to your favorite charity, proper estate planning can help ensure that your assets accumulated over your lifetime are preserved for the use you have intended.
A well-designed estate plan can effectively help mitigate your family’s tax burden. We can offer financial solutions to efficiently manage the transfer of wealth, and its related tax issues, from one generation to the next.
By coordinating our efforts with your tax and legal professionals and working closely with you and your family, we will strive to help you establish a financial tradition that can be passed on for generations.