Estate Planning

Wills, Trusts and Estate Planning

Estate planning takes into consideration your will, trust, and estate taxes.  Our Wealth Enhancement Group can provide recommendations to reduce estate taxes, transfer wealth, and structure partnerships to match your family’s goals.  Your formalized, written wishes can help provide peace of mind.

In an emergency, updated estate planning documents allow those you have chosen, to make legal, medical, and financial decisions on your behalf.  Our virtual vault for clients will provide easy 24/7 access to your important documents.

By formalizing your wishes in a legally documented manner, your legacy will be carried out based on your preferences, and the assets you pass on will benefit the individuals and charities of your choice.