Broker Check

Estate Planning

Client Centered

The purpose of estate planning is for your assets to go to who you want, when you want, and how you would like it received. But you do not have to wait until you die. There are many things you can do now to pass on some of your hard- earned assets to those you love or those charities that you would like to support.

Client Centered

We have a network of elder care attorneys, professionals who have specialized in developing estate plans that meet their client’s needs, that we can use to help you transfer your assets in a manner that fits your desires and potentially reduces your taxation. Our advisors can help walk you through the process of determining what you need accomplished and then work with either your own attorney or one of our preferred attorneys to put a plan into action.