Estate & Wealth Transfer Planning

Our estate planning services can help you protect your assets and ensure they are distributed according to your wishes. Our team of professionals can review all your assets and evaluate your legal documents to ensure they reflect your current wishes and circumstances. We use various strategies, such as trusts, to minimize estate taxes and ensure the efficient and effective distribution of your assets. Working closely with your attorney, to help prepare legal documents that accurately reflect your specific wishes and strategies.

Long-Term Care

Long-Term Care

Many people believe that a long-term care event will not happen to them. 

You may be in good health, active, and not old enough to think about planning for a potential long-term care event. But have you thought about what a long-term care event could do to your family and your finances? 

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.
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A Checklist for When a Spouse or Parent Passes

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.
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Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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Managing an Inheritance

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.
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Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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4 Elements of an Estate Strategy

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.
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Yours, Mine, and Ours: Estate Strategies for Second Marriage

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.
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Inheriting Debt from a Family Member

Inheriting Debt from a Family Member

Thinking about a loved one's outstanding debt is the last thing on anyone's mind when a family member passes away.
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A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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Tax & Estate Strategies for Married LGBTQ+ Couples

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
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When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
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Frequently Asked Questions and Additional Resources:

"What Issues Should I Consider When Reviewing My Estate Planning Documents?"

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"What Issues Should I Consider When Creating My Estate Plan?"

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"What Issues Should I Consider Before I Update My Estate Plan?"

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Understanding Your Estate: Critical Elements of an Estate Strategy

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