Estate Planning

What you value is more important than what you own. To follow through on your commitments -- to yourself, your family, and your ideals -- you need to think ahead.

A personalized estate plan is crucial to protecting your family and your legacy. A well-constructed strategy can help address your specific estate planning needs including:

• Potentially minimizing income and estate taxes

• Transferring wealth from one generation to the next

• Developing charitable gifting strategies

• Aligning existing portfolios and retirement accounts with your estate plan