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:
"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