Legacy Planning

It is essential to plan and be prepared regardless of your age. Urgency certainly increases as you age, but it is never too early to begin. The sooner you start, the better prepared you will be.

Legacy planning is more than just having or creating a will. It will include wealth transfer, assigning to someone the ability to make your financial and health decisions if you are unable to, charitable giving, and end-of-life wishes.

Our role in planning for your legacy is to coordinate your wealth management plan with your legacy plan. We work closely with you and your estate planning attorney to ensure that proper accounts are used and are titled correctly, and other estate planning aspects are appropriately addressed.