Broker Check

Estate Planning Strategies

We consider many important parts of estate planning in retirement. Oftentimes, clients are unsure of what happens when they pass away. We work closely with your estate planning attorney to ensure your assets pass according to your goals.

We don't write the wills or the trusts, but we will help you consider the following areas:

Controlling your Estate Plan

Minimizing Taxation

Gifting Strategies

Coordinating Beneficiary Designations