Estate Planning

Estate planning, wealth transference, and the strategies involved are paramount to financial success, and in the same fashion as your retirement plans and long-term goals, your estate plan may change over time. Our planning process includes the review of your will, beneficiary designations, gifting strategies, projected estate tax liability, existing power of attorney (POA) and health directives. Our ultimate objective is to help you leave your legacy and create peace of mind.

Estate planning can include the following:

• Formation of a Will
• Limiting estate taxes
• Updating/naming beneficiaries
• Gifting to diminish taxable estate
• Establishing a power of attorney (POA)
• Living Will or health directives