Why Create An Estate Plan?

Not having a formal estate plan in place can cause significant unintended financial and legal consequences for your beneficiaries after your passing. Planning early for issues such as tax liability coverage, efficient wealth transfer, philanthropic giving, and asset protection can go a long way when you're no longer around to make those key decisions. Proper estate design is an integral part of any wealth management plan and something that we actively encourage all of our clients to participate in.

We're here to help:

If you are in need of proper estate planning analysis as part of a broader wealth plan, we'd love to speak with you. Please feel free to contact our team (contacts below) to arrange a complimentary, no commitment consultation.

Please also refer to the "Estate Planning" guidebook attached below.

Estate planning guide

Estate planning guide

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