What will happen to your assets when you’re gone?
Estate planning is simply determining (while you’re still alive) where your assets should go after you die. Without a properly structured estate plan, your wishes may not be fulfilled, and there may be unintended consequences for your loved ones.
While the concept may seem simple, the vehicles, planning and implementation process can be rather complex. Because of the estate tax laws and the emerging vehicles to help you protect and transfer your assets effectively, it’s important to work with experienced estate planning professionals who stay current in this field and advise clients on a day-to-day basis.
We are happy to work with you and a qualified estate planning attorney to help you pass on the legacy you choose.
Our firm is not permitted to offer, and no statement contained herein shall constitute, investment, tax or legal advice. You should consult an investment, legal or tax professional on any such matters.
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If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
NO-OBLIGATION RETIREMENT PLANNING KIT
Get access to our helpful retirement kit, which includes three guides that address topics you should consider when planning your retirement.