You’ve worked hard to build something worth leaving to your loved ones. Ensure you preserve what you have built with the right strategies. Whether your beneficiaries are family or a charity close to your heart, our advisors work with you to understand the intricacies of estate planning. We work collaboratively with estate planning attorneys to maximize the amount given to your loved ones, reduce taxes, and help control how the money is given.
We assist with estate preservation by reviewing the following documents:
- Review of Estate Plan
- Wills and Trusts
- Living Will and Health Care Proxy
- Power of Attorney
- Charitable Giving