Estates & Trusts

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Estate Planning

Helping Design & Build Your Legacy

Our Estate & Trust team specializes in services spanning investments, taxes, real estate, estate planning, gifting/philanthropic transactions, and succession planning. Our team of experienced advisors believes in protecting the peace of mind and prosperity of your family and your business — your legacy. Take time now to ask questions and strategize with our credentialed advisors who can interpret the complex world of estate tax law to align your values with your vision of the future.

What is Estate Planning?

Estate planning is strategically planning how your assets will be distributed upon your passing. There are various reasons for estate planning, including preserving family wealth, providing for a surviving spouse and children, funding children’s or grandchildren’s education, or even gifting to a charitable cause.

 What Does Estate Planning Do For You?
  • Protects wealth and assets
  • Minimizes taxes and fees so your heirs receive the largest inheritance possible
  • Conveys your wishes to your friends and family ahead of time
  • Helps keep family relationships intact by minimizing uncertainties

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