From legally identifying beneficiaries and determining how and when your estate will be distributed to optimizing any tax implications in the divestiture of your estate, proactive legacy planning is key to ensuring that you maximize the legacy you leave behind for your loved ones. 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
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