Broker Check

Leaving a Legacy

What Impact do You Want Your Life to Make?

What Impact do You Want Your Life to Make?

They say their are two constants in the universe, death and taxes.  While you can't control the former, you can plan what type of legacy and tax impact you leave for your loved-ones.  Having an Estate Plan that reflects your wishes is an important part of an overall financial plan. 

We work with you to understand how different assets will be treated, what will go through probate, and what the tax impact will likely be.  We educate you on tax minimization strategies and the beneficial role insurance can play in creating a significant legacy.   We can create an estate blueprint for the attorney to refine.  In addition, we can assist in transferring investment or insurance assets into a trust as part of a broader plan.

Learn more