Legacy and estate planning is about more than wealth transfer. It consists of conversations on family values, long-term care needs, inheritance and philanthropy. Many of our clients are concerned about maintaining their lifestyle throughout their retirement years, becoming a burden to their loved ones and protecting their legacy. With taxes, inflation, medical costs, longevity and market fluctuations there is a lot to consider. Our team uses strategic risk and estate planning processes to create holistic financial plans that can help our clients gain confidence so they are prepared for all of life’s challenges.
