Estate and Financial Planning
Do you have a thorough understanding of how your assets will be transferred? Have you chosen the “right” person to manage your assets if you cannot? How will you accomplish your philanthropic wishes? These questions and more are an effort to simplify estate planning. Families with different estate sizes need different planning solutions. Because the unexpected happens every day, you may need a plan to reduce estate taxes and increase the amount left to heirs. Members of our estate planning group will speak with you about the strategies you can use to ensure your assets are handled the way you want.
Generating retirement income may not be an issue for you, but deciding how and when to tap tax-deferred balances can be challenging. We’ll discuss how we can help you with strategies for funds in employer-sponsored plans.
You can count on us to provide a customized investment road map, tailored to your goals and wishes, and with our Forward-Thinking philosophy, monitor them so you don’t get behind.