Your Greatest Gift To Your Children is Your Legacy

Estate Planning

Establishing an estate plan as part of your comprehensive wealth plan can be one of the most effective ways of lowering estate taxes, while providing for your family and leaving a legacy for the future. We offer the following estate planning services:

Coordinate with your attorney to implement your estate plan from beginning to end	Retitle assets to reduce or eliminate estate taxes
Retitle assets to avoid probate	Bi-annual estate planning reviews

Risk Management Planning

Our risk management team will evaluate your non-financial risks, such as umbrella coverage, long-term care coverage, life coverage and medical coverage to be sure the unexpected does not put a halt on your future retirement.

Small Business Planning

Our business planning professionals will consult with you to evaluate or establish employee retirement plans, executive compensation and business buy-sell/ continuity strategies. We will meet with you and/or the key team members of your organization, on a complimentary basis, to explore how we can best meet your needs.

Last changed: 12/21/08

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Last updated: 10/06/08.