#316B72

Creating Your Estate and Estate Plan




graph and arrow

1. Preserve And Grow Personal Wealth

Manage risks while ensuring your overall financial goals are achieved. The individual financial pieces of your estate must fit – and work – together. Let us help you preserve and grow your assets securing your wealth for the long term and providing a legacy for your heirs.
medical and heart

2. Prepare For Your Potential Incapacity

Reduce confusion over your financial and health care preferences, get the care you want, and relieve caregivers of decision-making burdens during moments of crisis or grief while you are incapacitated.
circle and arrow

3. Assign Beneficiaries To Designated Assets

Quickly transfer allowable financial assets to your intended heirs upon death, and avoid probate proceedings with well thought out beneficiary designations. Let us direct you to helpful resources.
signing document

4. Create Your Will Or Trust

Save time, money, and stress for loved ones. Getting things in order ensures they are cared for, and your possessions distributed as wished, while working to minimize estate and inheritance taxes. Trust services can provide significant benefits during your lifetime and beyond. Let us connect you!
paddle lock

5. Centralize And Store Important Information

Emergencies and death aren’t topics people want to think about. However, there are important documents and digital assets that should be kept safe and accessible for these events. Storing them in a centralized place ensures loved ones are not left scrambling when that time comes.