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Legacy Planning

Planning for the Next Generation

Managing an estate is a complex process. We can be your team of pre-planners who believe that longer-term thinking promotes better decision-making. This process only becomes more overwhelming when you add emotions like grief, anxiety, and confusion to the mix. We can help ensure your final wishes are carried out in a way that minimizes unnecessary hardships on you and your family. For those who are in the midst of the grieving process, we help provide the compassion and knowledge you need to simplify executing a trust.

Manage the estate of a loved one

Manage the estate of a loved one

Create wills and trusts

Create wills and trusts

Partner with probate lawyers to address issues

Partner with probate lawyers to address issues

Envision and plan for the amount of money you want to leave behind

Envision and plan for the amount of money you want to leave behind

Plan for blended families and second marriages

Plan for blended families and second marriages

Financially plan before and after the passing of a spouse or loved one

Financially plan before and after the passing of a spouse or loved one

Create charitable giving plans for causes you believe in

Create charitable giving plans for causes you believe in

Minimize taxes on behalf of your heirs

Minimize taxes on behalf of your heirs