Estate Planning

Our advisors can help you formalize your wishes, review your situation and work with our estate planning specialists to create an estate planning game plan for the most efficient transfer of your wealth.  Our team will begin by helping you determine how you would like your assets distributed.   If you already have an existing estate planning attorney we are happy to work with them to ensure your plan is implemented and your legacy will be carried out according to your wishes and preferences.   Ultimately you’ll gain confidence knowing that your plan reflects your values and will be implemented based on specific instructions.