Your legacy extends beyond your assets.

It encompasses your values, cherished memories, and belief system. Your advisor team will collaborate with in-house estate planning specialists, attorneys, tax experts, and any of your outside professionals to help you formalize your wishes. Together, we will help you determine the ideal mix of documents to safeguard your assets and create a lasting legacy for the people and causes that hold the greatest significance to you.

Your legacy plan may include:

  • Wills
  • Powers of Attorney
  • Revocable Living Trusts
  • Irrevocable Trusts
  • Life Insurance Trusts
  • Charitable Trusts
  • Foundations

  • Special Needs Trust

10 of the Most Frequently Asked Questions by Our Clients.

  • 1
    What can I do to ensure my children and loved ones are taken care of financially?
  • 2

    Should I have beneficiary designation defined for my retirement accounts and life insurance policies?

  • 3

    What makes up my taxable estate and how is my estate taxed?

  • 4
    What is a living trust, and do I need one?
  • 5
    My child has special needs and will need specialized care for life. How can I ensure that my child is protected and can live a fulfilling life?
  • 6

    Should I appoint a healthcare proxy in case I can’t make medical decisions for myself?

  • 7
    Who do I want to entrust my kids with when I’m gone or when something goes wrong?
  • 8
    Should I include charitable beneficiaries in my estate plan?
  • 9
    Which type of assets would be most beneficial tax-wise to donate to charity?
  • 10
    Should I establish a charitable giving vehicle such as a private foundation or donor-advised fund?

Get in Touch Today

We will team you up with one of our capable financial advisors. Let us help you secure a prosperous future.

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