Estate Planning & Trusts

Estate planning is an important aspect of your wealth management plan. We can help you control the inevitable distribution of your wealth. We’ll discuss sensitive issues, beneficiary designations, estate tax minimization and the establishment of trusts to protect your loved ones and the hard earned assets that you have accumulated through your lifetime.

If desired, we’ll facilitate a dress rehearsal with those whom you choose to execute your plan and we’ll collaborate with your attorney in setting up trusts to specify exactly how and when assets will be passed to beneficiaries.

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