Estate & Legacy Planning

We work with you and your attorney to design a plan that reflects your wishes.

A sound estate plan can help you accomplish the following:

Ensure that your wishes are honored when you are unable to manage your own affairs.
Communicate your wishes and expectations precisely to your survivors.
Facilitate the timely distribution of assets by managing probate proceedings.
Maximizing the net estate for the benefit of heirs by minimizing taxes and expenses.
Ensure that all beneficiaries are named in accordance with the most recent will or trust documents.
Leave a charitable legacy with a gift of assets or a trust.

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