Legacy Planning

Your Wealth Advisor will work with dedicated specialists and will help guide you to resources to provide peace of mind for when you pass your wealth to the next generation. The final step in our planning process is to ensure that your account is set up correctly to assure that all assets are passed on properly in the event of your death. We do this by having the important conversations about what you want to happen. These include options for if you were to lose the ability to make decisions, pass away, and employ tax-reduction strategies for passing your wealth to children, grandchildren, or charity.