Estate & Legacy Planning

Once you are confident about meeting your lifetime financial goals, it’s time to start thinking about your legacy. We can help you define your estate and legacy desires and create a plan to ensure they are carried out. This includes maintaining an inventory of your beneficiaries, creating tax-efficient strategies to minimize estate shrinkage, facilitating family meetings to communicate your plan, coordinating with an attorney to complete the necessary legal work, and assisting with the administration of your estate upon your death. In short, we can help you leave a legacy for your family and community that is truly meaningful.