Broker Check

Estate Planning

Ask yourself:

Have you left your wealth to your children in an unprotected manner? Unprotected from Divorce? Creditors? Lawsuits? Financial Mismanagement?

How do you intend to equalize inheritances among children who are active or inactive in your family business, if applicable?

Does your current estate plan accomplish your goals for charity?

Have you done everything you possibly can to reduce the bite the IRS will take?

Are your wills and trusts current? If not, does this uncertainty keep you or your spouse up at night?

We work with our clients to educate them on all of the available estate planning strategies. Together with our support, you can then confidently implement the most optimal estate planning techniques.

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