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Estate Planning

Client Centered

When it comes to long-term wealth planning, it’s not just about saving enough or investing it well . . . It’s about creating a legacy that’s born of your values and wraps around the people you love like a comfortable blanket.  

It’s about knowing the wealth you’ve built won’t be lost to a costly mistake or ravaged by taxation.  

It’s about making sure your wealth doesn’t become a temptation to someone willing to take advantage of a vulnerable child or a grieving spouse.

We can help you see what’s coming and coordinate the work of your other advisors to make sure your estate plan is aligned with your goals and values.  From providing for a surviving spouse to protecting a family member with special needs to giving back to the community, we help our clients design plans that can be adjusted over time as their families grow and change and navigate the ever-changing tax and property rules that can turn the taxman into your biggest heir.

Contact us to schedule a review of your estate planning and to see how we can help you.

Featured Content

Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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Steps to Protecting a Child with Disabilities

Steps to Protecting a Child with Disabilities

Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.
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Intellectual Property and Your Estate

Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
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