Estate Planning
Leave Your Legacy.
You’ve built your wealth. Now let us show you how to protect it and pass it to those people and organizations you cherish most. Our process coupled with the guidance of our estate attorney partners is designed address all areas of your estate plan including drafting wills and trusts, business succession planning, charitable giving and asset protection. Our wealth managers and financial advisors work closely with the legal team to ensure that all guidance given is aligned with your values and objectives.
Peace of mind starts with planning.
Have you thought about the details that matter most? Our estate planning services can help you navigate complex decisions and ensure your wishes are honored.
Estate Items to Consider
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Where and how your assets will be distributed after you pass?
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What will happen if you cannot make your own medical decisions?
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How can your estate be insulated from unnesessary taxes or from the effects of creditors?
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How do the current estate tax laws effect the treatment of your assets after you pass?
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Ensure your healthcare wishes are honored if you're unable to communicate.
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Who would direct your assets in the event you were incapacitated?
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Making a lasting impact on causes you care about while potentially reducing your taxable estate.
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Do you wish to perpetuate your wealth to future generations?
