Home > Personal Financial Services > Ensuring Your Legacy
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
Have you taken the proper steps to protect your estate? Consider these strategies.
INSIGHTS ON ENSURING YOUR LEGACY
Blended Families and The Role of Life Insurance
Ensuring Your Legacy, Protecting Your Family
In today’s society, blended families, where at least one parent has children not genetically related to the other spouse or partner, are increasingly common. This family structure has its dynamics and challenges, especially regarding financial planning and security. One key aspect to consider in these circumstances is the role of life insurance. Life insurance can […]
Read More Turning Fortune into Financial Freedom: A Beneficiary’s Guide to Handling an Inheritance
Ensuring Your Legacy
Inheriting comes with many emotions, from sadness to confusion to perhaps even joy or relief. An inheritance can take various forms, such as cash, properties, stocks, bonds, property, or other assets. The person leaving the inheritance, the decedent, will likely specify how their wealth will be distributed through an estate plan or will at their […]
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