Legacy Planning (or Estate Planning) focuses on your family and their future. It contains your instructions for your family’s financial security, your health care, and your wishes for passing on assets in the most tax-efficient manner possible. It executes your vision for wealth distribution to the people you care about most and the charities and organizations which you support.

We will coordinate with your team of professional advisors to assist in the following areas:

Capital Transfer, Last Will & Testament, Trust Funding, Special Needs Dependents, Estate Liquidity, and more.

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation