Estate & Legacy Planning

Estate and legacy planning involves setting up your finances, so that you can leave the legacy you envision for your family, children, or loved ones. The documents most appropriate for you will depend on how you want to leave assets to your loved ones, or the charities that are important to you. We help you review your estate strategy, stay on top of your action items, and work together with your attorney to ensure your financial and estate planning strategies support one another. Clear planning now can help avoid conflicts and unnecessary difficulties after you are gone.

For clients who are interested in sharing their stories, experiences, beliefs or values with their loved ones as part of their estate. Learn more here.

Download One Of Our Free Guides.

Download One Of Our Free Guides.

What’s the #1 fear in retirement? Running out of money. Get our step-by-step guide to help ensure your assets last a lifetime.

4 Mistakes People Make With Their First Million

Identify the next set of challenges you may face and avoid these common mistakes. Get our step-by-step guide to focus on turning your first million into two.