I need help with estate and inheritance planning.

Good estate plans create good inheritors.

Most people think estate planning is simply having a will.  It’s certainly a good starting point, but an estate plan encompasses so much more than that. Your plan should be able to make the decisions for you when you can’t.  If you have a will, it’s not always a true reflection of your intentions or even the best solution for your inheritor. That’s why we are here, to learn more about you and your family, and to listen to what you are trying to accomplish to ensure you have the strategies in place to meet your wishes.

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Here are two great ways to connect with us.

Make an Appointment

    Make the most of an inheritance.

    What started out as a generous and life improving gift often becomes the opposite of your intent and expectations. If not properly planned and managed, your will and/or inheritance can create significant tax burdens, extended probate periods (that could hold up the money and assets for years) and family conflicts.


    Here are a few ways to learn more.

    Life is full of changes Have your financial needs changed?
    Focus on what you can control Consider an advisor change

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