ESTATE PLANNING
THE ONE FINANCIAL PARTNERSHIP THAT GOES BEYOND YOUR PORTFOLIO
Believe it or not, you have an estate. In fact, nearly everyone does. Your estate consists of everything you own: your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, personal possessions. No matter how large or how modest, everyone has an estate and something in common—you cannot take it with you when you die.
A PLAN THAT PUTS THE BEST FINANCIAL CHOICES IN YOUR HANDS
OUR SERVICES, TAILORED TO YOU
- Instructions for your care and financial affairs if you become incapacitated before you die
- Arrangements for disability income insurance to replace your income if you cannot work due to illness or injury
- Provide for the transfer of your business at your retirement
- Provide for family members with special needs without disqualifying them from government benefits
- Provide for loved ones who might be irresponsible with money or who may need protection from creditors
- Minimize taxes, court costs, and unnecessary legal fees
- Multigenerational Planning
- Charitable Planning
- Education Funding
