Estate Plans

Efficient Wealth Transfer

Our team focuses on providing customized, in-depth advice for creating and maintaining estate plans.

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Estate Planning Strategies

Efficient Wealth Transfer

With many decades of experience, our team of Certified Financial Planners (CFPs) advise clients on their estate planning needs. Our focus is helping our clients efficiently transfer wealth in their intended manner and with minimal tax impact. We specialize in advising on existing plans as tax and estate laws continue to change. We maintain a network of highly qualified independent law firms that can assist our clients in creating, updating, and maintaining estate plans. 

Estate Plans

What's included

Services We Provide

Estate Planning Services include:

  • Estate Transfer
  • Legal Document Checklist
  • Legacy Planning
  • Wealth Transfer
  • Estate Tax Planning

Ready to schedule your no-cost discovery meeting?

Estate Planning
Individuals
Asset Protection

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