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
Suggested Content
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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Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
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What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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