Preserving your
financial legacy.
Estate Planning Collaboration
After working hard for years to accumulate the assets you’ve earned, it’s important to help protect them from the effects of estate taxes and to preserve them for the benefits of your heirs. Whether your intention is to provide income for your spouse, fund a child’s or grandchild’s education or endow a favorite charity, we can help create a plan to ensure that the proceeds from your estate will be used to fulfill your wishes.
We’ll work collaboratively with other estate planning professionals including attorneys and accountants to ensure that your dreams of a legacy today are preserved for tomorrow. We prefer to communicate with your attorney and accountant directly to ensure that we’re all aligned with your overall financial plan. We’ll help you to prepare for estate planning meetings and be a sounding board throughout the process to be sure that you’re legacy is being taken care of properly. If you don’t already have estate planning professionals, we can make recommendations for you.
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