Estate Planning

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. Your Wealth Advisor and Wealth Enhancement Group will assist you with formalizing your wishes, determining how you’d like your assets distributed, and understanding estate law in order to best protect the transfer of your assets to your loved ones. We often work in collaboration with your attorney in order to draft any required legal documents. Throughout this planning process, you’ll gain confidence that your legacy will be carried out based on your preferences, leaving you with an even greater sense of peace about the future.