Estate Planning
Crafting an estate plan
Before we discuss the components of an estate plan, we get to know you. Our financial advisors ask about your goals and what is important in your life, and then we discuss your assets, income and other aspects of your financial picture.
Based on your goals and situation, we recommend various components that would be beneficial to have in your estate plan. These may include wills and trusts, beneficiary designations, charitable giving, power of attorneys, guardian designation, and executor naming.