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Wealth Protection

Preserve what you’ve worked a lifetime to build

Choosing a trustee to properly manage and transition your finances could be one of life's most important decisions. We never lose sight of the fact that estate and planning services are not just about the products, numbers and calculations, but about you, your values and your goals.

We work closely with your attorneys, accountants, and diverse tax resources to help you minimize your tax burden and manage the risk and impact that your financial decisions could have on your beneficiaries.

We can help preserve your wealth through:
 
  • Estate Planning & Tax Strategies
  • Will preparation and probate assistance
  • Ensuring sufficient liquidity
  • Determining how assets are owned and distributed
  • Transfer of your business or partnership
  • Trust consultation
  • Estate tax, gift tax, and generational transfer tax planning


Life Insurance

Determining what type and how much life insurance you need is an integral part of your financial plan. We can analyze your current life, disability, or long-term insurance coverage in relation to your goals, age, and objectives. We then follow up by recommending policies from highly rated insurance carriers to ensure you’re getting the proper coverage you need.