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Estate Planning

Estate Planning

Estate planning is an integral part of your comprehensive plan and is important for the preservation and transfer of your wealth. Proper estate planning helps to ensure that your wealth reaches your intended heirs.

Our advisors will work with you to develop a plan that provides for your beneficiaries and charitable giving goals, while minimizing taxes and other expenses. We help in the design and maintenance of your estate plan, partnering with legal and tax professionals to simplify this complex process for you and your family.