ESTATE PLANNING
Each client works directly with a seasoned Portfolio Manager.
If your goals include leaving a lasting financial legacy for the people and causes that matter most to you, we can help incorporate effective estate planning strategies into your overall financial plan.
Once we understand your current situation and legacy goals, we collaborate with an estate planning attorney to help ensure you have the proper documents in place. Examples include:
- Last Will and Testament
- Living Will
- Advance Medical Directive
- Medical Power of Attorney
- Financial Power of Attorney
- Irrevocable Life Insurance Trust
- Revocable Living Trust
We work with your estate planning attorney to help ensure all documents and strategies are seamlessly integrated into your financial plan and are aligned with your long-term goals.