You have worked hard and made smart financial decisions to accumulate enough financial resources to take care of your immediate family. Now, you want to pass on a financial legacy that will ensure your loved ones are always financially secure.
Our experienced financial planners will work closely with you and your attorney to develop estate plans that will ensure your wishes are implemented. We will make sure your accounts are properly titled, and will pay close attention to details like retirement account beneficiary designations.
We act as a resource for important financial decisions when you are unable. Our staff can also help you prepare the next generation for responsibilities that go with your family’s wealth.