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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

Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
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Managing the Risk of Outliving Your Money

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.
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Managing an Inheritance

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.
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