Estate Planning

In an uncertain world, it gives us great satisfaction to know that we play an integral role in providing our clients with long-term security and a strong sense of stability. Our customized estate planning process helps our clients:

• Clarify distribution objectives
• Understand the roles of:
  • Guardians
  • Trustees
  • Executors
• Understand the impact of asset titling
• Coordinate beneficiary designations

While an estate plan will ultimately facilitate the administration of your affairs after your death, it can also establish guidelines for managing assets and property during your lifetime.

Estate Planning Consultation

• Wills
• Provide access to Trust Services
• Advance Health Care Directives (Living Wills)
• Durable Powers of Attorney

“A truly rich man is one whose children run into his arms when his hands are empty.” 

-Unknown

Financial Advisors do not provide specific tax or legal advice. This information should not be considered as specific tax or legal advice. You should consult your tax or legal advisor regarding your own specific tax or legal situation.