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Financial Estate Planning Built on What Matters Most

When we sit down with you to begin your estate plan, we start with one simple question: What do you value most in life? We believe that more than any other aspect of life, the values you hold dear should drive your decisions and determine your legacy.

Our estate planning services team is specifically structured to help you create an estate plan by working closely with your tax and legal advisors to help ensure that all of the pieces of your plan work together for you and your loved ones’ benefit.

Effective estate planning can help you while you’re very much alive and well, protecting your assets now, and providing income while you’re healthy and enjoying retirement. Through estate planning tools like life insurance, annuities and charitable trusts, we help you provide for your own needs while ensuring that the bulk of your assets are distributed according to your values and wishes.

We also believe that estate planning isn’t just for the wealthy. Our experience is that modest estates need even more careful planning because there’s less room for error in the distribution of assets.

Critical Elements

  • Estate distribution planning (wills and trusts)
  • Wealth transfers
  • Charitable giving
  • Beneficiary reviews and strategies
  • Liquid asset transfer opportunities and protection
  • Tools for estate planning: life insurance, 529 plans, etc.
97%
Our client retention rate speaks for itself. We believe our clients come to us, and stay with us, because of our team-based approach to wealth management.

Average annual retention rate—January 1, 2010, through December 31, 2016—based on client households with assets greater than $100K in our existing offices.