Wealth Preservation/ Estate Planning

What you value may be more important than what you own. To follow through on your commitments - to yourself, your family, and your ideals - you need to think ahead. A personalized estate plan is important in helping to protect your family and your legacy.

A well-constructed strategy can help address your specific estate planning needs including:

  • Minimizing income and estate taxes
  • Transferring wealth from one generation to the next
  • Developing charitable gifting strategies
  • Aligning existing portfolios and retirement accounts with your estate plan
 
 

SMRU #1833258