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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

Suggested Content

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?
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<p>A Brief History of Estate Taxes</p>

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
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<p>What Is My Life Expectancy?</p>

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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