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OUR APPROACH

 


 

Ensuring a smooth transition.

 

A well thought out estate plan is critical to protect and transition your wealth to the next generation. Even if you've already designated beneficiaries on your financial accounts, having an estate plan that utilizes trusts can help to ensure that your assets are distributed tax-efficiently, without unnecessary delays and according to your wishes.

Our trust and estate professionals are knowledgeable about tax implications and interpersonal relationships. They can help you manage the key components of your estate plan including your will, powers of attorney, trust administration, corporate executorships, and the disposition and settlement of your estate.

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INSIGHTS

 

 


 

 

What about grandpa's old cane?

 

A look into why it’s important to address "emotional value" assets
up front. Click here to read about why it's important to address "emotional value" assets.

 

 


 

 

One size does not fit all when it comes to estate planning

 

From family dynamics and joint assets to coordination of beneficiary designations, here are important factors to consider. Click here to read about important factors to consider in estate planning.

 

 


 

 

More insights
INSIGHTS

 

What about grandpa's old cane?

A look into why it’s important to address "emotional value" assets up front.

 


 

One size does not fit all when it comes to estate planning

From family dynamics and joint assets to coordination of beneficiary designations. Here are important factors to consider.

 

More insights

 


CONTACT US

 


 

Connect with a wealth management services professional.