Estate and Legacy Planning
- We help our clients consider the legacy they wish to leave, which involves having the basic documents necessary to manage your wishes upon your death.
- There are really only three different places you can leave your money when you pass: With your loved ones, with charity and with the government. With careful planning, you can help determine the amount you leave to each.
- With us, you will have a partner who knows your needs and wishes and helps determine if a more sophisticated estate plan is necessary.