Broker Check

Estate and Wealth Transfer

Deciding how you want to be remembered after you’re gone can be one of the most important decisions you make. Do you want your legacy to be judged by your entire life or by a bitter legal battle over your assets?

People often avoid the issue of death, but in the case of estate planning, it’s really about focusing on life. You’re no doubt proud of your accomplishments in life. Your children, your career or your impact on others’ lives – these are the types of things that should be remembered.

With the proper techniques and planning, you can help ensure that you’re remembered for the impact you had on your community and your world. Wills and a financial power of attorney, along with a living will and a medical power of attorney, make up the four basic documents and preparations of estate planning. They are, however, only a few of the many options you have when it comes to deciding what your legacy will be.

Let us help you take that first step toward developing an estate plan.