Estate Planning

Estate Planning

Planning for the Future

Estate planning creates a master plan for the management of your property during life and the distribution of that property at death. We work with your estate planning professional to minimize potential taxes without interfering with your other financial goals.

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What Happens To My Assets?

Distribution Of Wealth

One of the key decisions of estate planning is the distribution of your assets. Estate planning helps you to determine what happens to your wealth later on in your life or after your life ends.

First, we will work in collaboration with your estate planning attorney to ensure you have all the proper estate documentation for your personalized situation in place:

  • Will
  • Health Care Proxy
  • Power of attorney
  • Living Will
  • Protect assets utilizing trusts
  • Properly named beneficiaries

Then we must plan for the smooth transition and distributions of wealth according to your wishes. With proper estate planning, you decide to whom, how, and when your assets will be distributed, as well as who will manage your estate or business.

  • Charitable giving
  • Asset protection
  • Medicaid sheltering
  • Special Needs Trust

Wealth transfer

Charitable Giving – Asset Protection


Avoiding probate and estate taxes is an important part of a financial plan. Providing your loved ones with the assets sooner and with less taxes taken after death.

Secure Your Legacy

A charitable donation can help secure your legacy and the legacy of your family.


We ensure all of the proper documentation is in place to make sure you are taken care at the end of life and for the transition of assets to be smooth.

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Comprehensive Planning For Your Wealth Management


Saving & Asset Accumulation

We work hard to help you grow your assets and investments.

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Risk Management

Risk management is intended to help you minimize or mitigate potential losses.
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Tax planning helps you consider the tax liabilities and implications of financial choices.
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Business Planning

We can help you plan for the future of your business to protect and preserve its value.
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Retirement Planning

Retirement planning involves building toward your desired retirement lifestyle.
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Estate Planning

Estate Planning helps you plan for your heirs and property during your life and at the end of it.
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Investment Management

Prudent investment planning helps you grow and accumulate wealth for your future.
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Contact Us Today

We’d be happy to set up a free consultation with one of our trusted advisors to discuss your financial future.

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