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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 Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
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Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.
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Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.
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