Broker Check

Estate Planning

Client Centered

Estate planning is often neglected, and the consequences of poor planning can be devastating for families. That’s why we’ll help you integrate your legacy into your wealth management plan. We’ll review your beneficiary designations on your retirement accounts, life insurance policies, and investments. We’ll also review your wills and trusts, and refer you to professionals for any work you need to complete.

Our Estate Planning includes:

  • A basic explanation of the various elements that comprise an estate plan
  • Fully integrating your estate plan into your overall wealth management plan
  • A review of all your current wills and trusts, to make sure they’re up-to-date
  • A review of all the beneficiaries listed on your wills, trusts, and investments
  • An explanation of how life insurance can help your beneficiaries pay estate taxes
  • Working with your estate planning attorney to ensure that your portfolio, home, business, and any other assets are appropriately titled

"Money, which represents the prose of life, and which is hardly spoken of in parlors without an apology, is, in its effects and laws, as beautiful as roses."
- Ralph Waldo Emerson

Have a Question?

Thank you!