Estate and Financial Planning

Do you have a thorough understanding of how your assets will be transferred one day? Have you chosen the “right” person to manage your assets if you cannot? How do you plan on accomplishing your philanthropic wishes? These questions and more are part of an effort to simplify estate planning. Families with different estate sizes need different planning solutions. In order to prepare for the unexpected, you may need a plan to reduce estate taxes and increase the amount left to heirs. Members of our estate planning group are here to talk about the strategies you can use to ensure your assets are handled the way that 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 things so that you don’t get behind.