Effective estate planning now can alleviate stress later.
You already have all the insurance, real estate, and other assets you’ve worked hard to gather over your life.
Estate planning is the process of making sure that when you die, your assets are managed and distributed the way you want. Having an estate plan is always important, but as you get close to retirement, it becomes especially useful. It’s best to start planning well before you need it, so that you’re not making a rushed decision.
And regardless of your level of wealth, estate planning is a vital part of your overall financial strategy. Planning ahead gives you greater control, privacy, and the opportunity to leave more of your legacy to your heirs and personal causes.
In a frequently changing legal and economic environment, you need the combined support of several key advisors to guide you through the process. Wills are only one part of a comprehensive estate plan. We will work as an integrated team with your estate planning attorney and tax advisor to design and implement an appropriate strategy for you.
Whatever your personal goals may be – such as protecting and transferring wealth within your family, supporting worthy charitable causes, or creating a secure financial future for your descendants – a well-designed plan will make all the difference.
Work with one of our advisors to make a plan that works for you.