Everything you need to know about estate planning

Proper estate planning requires careful consideration of many factors: reducing taxes, providing for loved ones, passing on assets in an orderly fashion, creating a charitable legacy and more.

Better understand your choices and make informed decisions with our complimentary estate planning guide.

It will help you understand important topics such as:

  • Having valid and current Wills for all adults in the family
  • Evaluating insurance coverage
  • Understanding ownership structures (i.e. the use of Joint Tenancy agreements)
  • Realizing advanced estate-planning opportunities (i.e. the use of Living Trusts)
  • Planning charitable gifts

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Maximizing the value of your estate

From reducing taxes to ensuring your wealth transfer goes through smoothly for your loved ones, there are several strategies to build a careful estate plan custom to your situation, and we can help.

Watch this video and discover several tips for creating a tax-smart estate plan.

Estate planning guide

Estate planning guide

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