Estate Planning

Help Your Loved Ones

Our estate planning services connect you with attorneys to help establish legal paperwork and directives, so the people you care about most are at ease after you pass.

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Estate Planning: How We Help

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WILLS AND TRUSTS

We will work with estate planning attorneys to review any existing provisions and determine the need for a will or trust. This helps ensure the proper transfer of assets, property and wealth after you pass.

MEDICAL AND FINANCIAL DIRECTIVES

We will connect you with estate planning attorneys to appoint a medical and financial power of attorney should you become mentally or physically unable to make decisions.

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TITLING AND BENEFICIARY DESIGNATIONS

We work with you to ensure proper beneficiary designation and titling of your assets so your loved ones don’t face unnecessary tax liabilities and probate court expenses.

ASSET DISTRIBUTION

We work with a team of experts to ensure your wishes are carried out in the most tax-advantaged ways for your recipients.

Resources

Helpful Financial Tools

We have tools to make managing money and goals more efficient.

Resources

Helpful Financial Tools

Whether you sponsor a retirement savings plan or are a participant in one, we have tools to make managing money more efficient.
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Each person has a different propensity for risk. When investing, it can be used to determine your strategy.

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