There's no one-size-fits-all approach to wealth management and estate planning. We work with our clients to foster relationships built on trust by taking the time to understand their goals for the future.
Our approach changes as your needs change through the course of your life. We adapt our services, so you're able to achieve your financial goals at every life stage.
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Trust-based PlanningEstablish a living trust for ease of transfer of assets in the event of incapacity or death
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Will-based PlanningDesignate who you want to receive your assets without placing them into a living trust
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Power of AttorneyDesignate an individual to make decisions and take actions on your behalf
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College Student Care PackageSpecify the use of a trust for education, including tuition and associated costs
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Special Needs Trust PlanningProvide for loved ones without compromising their eligibility for government benefits
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Irrevocable Life Insurance TrustControl your policies while you're alive and distribute proceeds after you're gone
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Gift TrustAvoid taxes while still giving directly to beneficiaries with the use of a trust
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Charitable Giving and TrustsUse a trust to benefit your loved ones and a charity at the same time
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Estate and Business Tax PlanningPlan for the settlement of your estate's business taxes after you're gone
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Small Business ContinuityEstablish prevention and recovery systems to protect your business against risks
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Income Tax PlanningEnsure you're minimizing your obligation with strategic income tax planning
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Trust AdministrationEstablish advisory services to administer your or a loved one's trust
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Trustee ServicesFinancial counseling for the responsible stewardship of inherited wealth
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