Estate Planning

Estate Planning

Our clients have goals that vary as widely as their personalities. But they have one desire in common – security. Whether you’ve put in long years and worked hard to amass wealth for retirement, or you are looking forward to a lifetime of making your mark, you want your assets and your loved ones protected. We partner with local estate planning attorneys to provide legal advice, draft trusts and other legal documents, as well as advise on asset protection, business succession planning, and charitable giving. Our wealth managers work closely with the attorneys to ensure the advice is aligned with your overall goals. The combination of experience coupled with our coordinated approach forms an estate plan that fits in with your overall financial plan and goals.

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