You work hard, save diligently and invest wisely in order to build a financial foundation and provide the best for your family and loved ones. But are you doing enough to protect your accumulated wealth and assets?
Our advisors offer a range of expertise including:
- Creating a comprehensive estate plan
- Assessing your sound legally-binding will
- Ensuring power of attorney is addressed for both wealth and health
- Assessing the total net worth of your estate including financial holdings
- Developing short and long-term strategies for estate taxes