Your legacy is an important part of your financial plan. We will work with your estate planning attorney to help carry out the documentation and essential tasks that help establish the legacy you desire. Our ongoing contact with you will include steps to help ensure that your estate plan remains current with the changes in your life.

Your estate planning services may include:

  • Determination of distribution priorities

  • Tax considerations for you and your heirs

  • Charitable planning, including charitable vehicle setup

  • Effective and updated documents

  • Attorney network referrals if you don’t have an attorney