Estate & Legacy Planning

When you think about an estate plan, you need to think about where you want to leave your real estate, life insurance, investment and savings accounts, furniture and personal possessions after you die.

While it may seem complicated and time consuming to list your assets and divide them among your family, friends or charitable organizations, not taking this time could put your assets at risk of being distributed according to the probate laws in your state. What does this mean? Essentially, if you don’t have a plan, the court has a plan for you.

We want to make sure our clients’ assets, investments and possible estate tax implications are carefully considered within their plans. 

Staying organized for your family

There are many situations in which families of those who have passed are unable to locate the important documents associated with estate planning and wealth transfer.

By properly organizing your financial picture through our state-of-the-art wealth management software, you are creating an easy-to-follow road map for your loved ones to handle your affairs after you are gone.