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Legacy Planning

There is a common misconception that an estate is only the property that one leaves at death. In reality, it is much more than that. Estate planning encompasses the accumulation, conservation, management, and distribution of an estate. The overall purpose of the estate planning process is to develop a plan that will enhance and maintain the financial security of clients and their families upon the client’s incapacitation or death.

Estate planning has come to include lifetime financial planning that may lead to increases in a client’s estate as well as the conservation of existing assets. Estate planning should provide financial security during retirement years and facilitate the intended and orderly disposition of property at death. We provide estate planning services, not legal advice, and so we work closely with attorneys that do.

Are you ready to discuss your financial future and how to protect your legacy?

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