Let’s Keep it Going: Legacy Planning.

with u in mind


Effective estate planning enables you to manage your affairs during your lifetime and helps ensure your legacy is efficiently passed on to the ones you love after you pass. With a legacy plan, you can outline your healthcare wishes and ensure that they’re carried out – even if you are unable to communicate. You can also designate someone to manage your financial affairs should you be unable to do so. Our estate planning services include helping create and put in place all of the structure and legal documents necessary to protect your estate against probate, legal expenses and taxation, as well as spelling out your wishes and designating who will carry them out when you are gone or incapacitated.

In addition to creating estate documents in conjunction with your attorney, as part of our estate planning service we will help you analyze what insurance may be of benefit to you in transferring wealth with tax-efficiency.

And remember, estate planning requires ongoing review and updates. We’ll help you get–and keep–your final documents up-to-date through the years. The beneficiaries you name on individual policies and accounts like 401(k)s take precedence over your trust or will documents, and we will meet with you regularly to help update your estate in its entirety as your family and goals change through time.

To learn more about how to create a more secure future for you child with special needs, download our free whitepaper here.

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