Regardless of your level of wealth, estate planning is a vital part of your overall financial plan. Planning ahead can give you greater control, privacy, and an opportunity to leave more of your legacy to your loved ones. We will work with your attorney and tax advisor to ensure every aspect of your estate plan meets your needs.
Common estate planning documents include trusts, wills, advance medical directives and a power of attorney.
Reviewing your plan at regular intervals, in addition to major life events, will help ensure that your legacy, both financial and otherwise, is passed on in accordance with your wishes and that your beneficiaries receive their benefits as smoothly as possible.