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Estate Planning

Leaving your legacy. 


For many, Estate Planning is the portion of their financial plan they avoid the most. We recognize that estate planning involves making important decisions that will impact your loved ones and the legacy you leave behind.

We work closely with estate planning attorneys to ensure that your wishes are clearly articulated and legally protected. We can create a comprehensive estate plan that minimizes tax implications, protects your assets, and ensures a smooth transfer of your wealth to future generations.

Most importantly, we will guide you through the process with the compassion and care of a trusted friend.  

  • Distribution of your estate
  • Planning for incapacity
  • Protecting your assets from Long Term Care
  • Charitable giving
  • Pre-paid funerals and final arrangements
  • Legacy Planning
  • Family Involvement

SERVICES
How Can We Help You?

Financial Planning

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Investing

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Retirement

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Featured Videos

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.
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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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Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?
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Featured Calculators

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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What Is My Life Expectancy?

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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What's My Potential Estate Tax?

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.
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