Estate & Legacy Planning
Planning for your future means considering what happens when you’re no longer able to weigh in.
We believe an important part of your retirement plan should include a personally crafted estate plan to help ensure your hard-earned legacy passes on according to your wishes.
- What is an Estate Plan?
Your estate consists of everything you own, investments, real estate, Art, furniture, personal possessions, etc. No matter how large or how modest, you cannot take it with you.
- More than Just a Plan
Making a plan, naming the people or organizations you want to receive assets, and taking steps now to make carrying out your plan easier later just makes good sense. It can also help reduce taxes, court costs, legal fees and family fights upon your death.
We are experienced in trustee services and can discuss this as part of the estate planning process.