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

When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
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Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
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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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