Your legacy transcends money and also encompasses your values. Your wishes and dreams may include using your assets to help secure your current family’s future for many generations to come or you may choose to support another cause close to your heart. This might be your favorite charity, your community or your place of worship, to name a few.
Some of the major estate planning elements we cover are:
- Estate tax planning
- Trust Planning
- Beneficiary Planning
- Gifting Strategies