Legacy/Estate Planning
The legacy you choose to leave can have a significant impact on family members, charitable organizations, and communities for decades to come. We help you answer the often-complex questions of what to do and how, and we’ll help you navigate the direction you choose.
While the concept is simple, the vehicles, planning and implementation process can be rather complex because of the estate tax laws and the emerging vehicles to help you protect and transfer your assets effectively. Together with our strategic partners, we will work with you to create a solid strategy for preserving your wealth across generations in order to protect your legacy.
6 Potential Key Elements of an Estate Plan:
- Will | Living Will
- Trust
- General Power of Attorney
- Healthcare Power of Attorney
- Business Succession