Estate Planning

As part of our holistic wealth management service, we coach clients on estate planning. 

Proper planning is critical to ensure your wealth passes as efficiently as possible and according to your wishes.  We actively partner with our clients and their attorneys to coordinate estate document preparation and titling of assets.  In the unfortunate circumstance that a client, spouse or family member passes away, we play an instrumental role in helping the family execute the estate plan. 

 

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