Wills, Trusts and Estate Planning

There is no one size fits all approach to estate planning. Each family should discuss their individual goals and objectives related to estate distribution and tax minimization. Customized estate planning takes into consideration charitable giving, wills, trusts, beneficiary designations and the use of various wealth transfer techniques to reduce estate taxes. Our Wealth Enhancement Group is here to help and can provide guidance that will match your family goals. We will collaborate with your legal and accounting professionals to assist in these areas.

Over time family dynamics and tax laws change therefore it is important to review your estate plan periodically. Having updated wills, trusts, beneficiary designations, medical power of attorney and durable power of attorney documents can provide peace of mind. Our virtual vault allows access to your important document 24/7.

Do your family members know what you own and how to access your important documents in time of need? Do you have a team that you trust that can be an advocate for your family when something happens to you?