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To protect your financial legacy, minimize taxes, and pass on the wealth you've worked so hard to earn, you need an estate plan.
Many people don't have a plan that's customized for them personally, updated periodically, and protects their assets from divorce, litigation, bankruptcy, or future taxes.
Our process for designing a comprehensive estate plan - one that is crafted for your individual financial needs while you are alive and helps to protect your estate’s assets for your beneficiaries upon your death - involves creating a sophisticated financial condition model. Our detailed process accounts for your own individual needs and objectives, the long-term impact of taxation, inflation and living expenses, and any financial strategies currently in place. We then build your estate plan from there.
Our team can provide guidance and help keep you on track with processes such as: