Life is filled with transitional periods and events. Some are expected and can be positive, such as starting a family, changing jobs, preparing for retirement or planning for the future of your business. Others can be unexpected and more challenging, such as divorce or losing a loved one. We will work with you and your family to put strategies into place to prepare for life changes and that aim to make unexpected transitions as smooth as possible.
Our experienced trust and estate professionals can work with you and your advisors to develop and administer an estate plan that incorporates your needs and objectives. This can include an in-depth consideration of tax implications for present and future generations.
Our philanthropic advisors work with you to design a long-term strategy to significantly reduce your estate taxes while giving to causes you believe in.
Insurance plays a key role in transition planning and is an important part of a comprehensive financial strategy to preserve your family’s wealth for retirement or use as a legacy for future generations.
Connect with a wealth management services professional.