Estate Planning

Individual

ESTATE PLANNING

You’ve worked hard to earn your wealth. Let us help you protect it for the people you love. We are here to make sure that all of your estate planning needs are in place to help minimize any tax burdens that your loved ones may incur – leaving a legacy for generations.

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THINGS TO CONSIDER:

  • Wills/Trusts
  • Health Care Directives
  • Financial Power of Attorney
  • Beneficiaries
  • Insurance Options – Life, Disability, Long-term care, Property & Casualty
  • Understanding Estate Taxes & helping to Minimize them
  • Covering Funeral Expenses/Making Final Directives