Part of preserving your legacy and estate is ensuring that it is passed on how and to whom you wish after you’re gone. Our team of wealth management services professionals will discuss everything from gifting strategies and asset distribution to tax implications and trust analysis.
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Benefits of Estate & Legacy Planning
- Estate planning document(s) review
- Wealth transfer strategies
- Beneficiary review
- Philanthropic planning
- Charitable trust strategies
- Private foundations
- Trust management services