Estate Planning
It’s not for you, it’s for them.
Leaving your beneficiaries in a better place is what you want. This often entails a detailed strategy to efficiently transfer assets during and after your lifetime.
Mapping it out
Review current estate planning documents and estate flow chart
Assist in the development of new estate documents
Recommend updates to accounts with the appropriate beneficiary and transfer structures
Discuss the efficiency and viability of establishing trust(s)
Coordinate with your legal partners*
*Included for Enhanced Wealth Management clients