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