Estate  Planning – Smart Strategies, Real Solutions


“Everyone’s estate gets organized at some point; the question is if you’ll be around for it!” -Anonymous

Through the use of estate planning tools we build the foundation upon which our lives will continue to support and influence those we love and the causes we champion. It is all about making sure you are prepared. 

Some of the questions these services address are:

  • Do our wills and trusts match our wealth transfer wishes?
  • Are our assets titled correctly and have we set up appropriate beneficiary designations for our retirement plans and insurance policies?
  • Does our current estate plan minimize estate taxes?
  • Do we have the proper amount and kinds of life insurance in place?

For more on our investment philosophy Click Here

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