Broker Check

Estate & Legacy Planning

Estate planning is the process of protecting your wealth from depletion due to taxes and end of life expenses, while ensuring your assets are transferred to the people and organizations that are important to you. It also means leaving your legacy to those you care about in the form that makes sense for them and you – sometimes outright, sometimes in trust, sometimes using multiple strategies.  In all cases it involves working with an estate planning or elder care attorney, who in consultation with us, can help you create an estate program that addresses your unique situation and financial planning goals.