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Estate Planning

Your legacy to your family is much more than your assets:  It's your personal values, memories, and experiences. 

Our team of financial planning professionals will align your estate plan with your financial or business plan, which includes beneficiary reviews, regular updates and assessments, and more.  Together we will address commonly overlooked items that create significant risks and complications for your loved ones.   

We'll consider:  

  • Medical Powers of Attorney
  • Durable Powers of Attorney
  • Living Will
  • Second Marriages
  • Blended Families
  • Nontraditional Families
  • Dementia
  • Special Needs Trusts
  • Creditor Protection

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Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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Managing the Risk of Outliving Your Money

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.
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What Is My Current Net Worth?

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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