Estate Planning

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

We can help be a sounding board for you to determine what your legacy will be and how your investments should be positioned through:

  • Gifting
  • Educational Planning
  • Beneficiary Strategies
  • Trusts