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Creating an estate plan to protect your legacy can have immeasurable value. It means your assets, efforts, and the ideals they personify can survive. Our estate plan services can help you reduce taxes, avoid unintended beneficiaries, and minimize legal disputes.
Donating to the causes you care about can help your legacy make a lasting impact. As your wealth management partner, we’re able to factor charitable giving into your estate and financial plan, allowing your assets to continue supporting your aspirations in the most tax-efficient manner possible.
Establishing a trust can allow you to protect your assets with control and discretion. We’re able to help you safeguard your legacy by developing a trust that specifies how you want to transfer assets to your beneficiaries, while allowing you to simplify or avoid probate. We review all elements of your financial situation to help minimize estate taxes and other costs associated with transferring wealth.