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Estate Planning

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Preserving wealth from one generation to the next can be complex and time-consuming. Guidance from a an experienced advisor can go a long way toward helping make sure your financial independence is shared with your family, friends and the charitable organizations you designate, according to your wishes.

We will help you articulate your estate planning goals and we will work closely with your tax and legal advisors to ensure your objectives are being addressed. Or, if you prefer, we can refer you to an estate attorney and/or tax professional adept at the intricacies of estate and tax planning. Whether you use a Trust or another method for accomplishing your long-term estate planning goals, we can assist you in navigate through today’s complicated estate planning landscape.