Estate Planning

Have you considered your legacy? For many people, family and charity are high on the list of those who should benefit from their lifetime of work, but they don’t correctly understand how the estate will be transferred. Our Wealth Enhancement Group is here to help you understand how your assets will be distributed under your current estate plan and existing tax law. Our team will then work with your existing financial professionals to make sure your wishes will be executed exactly as you intend and minimize the administrative burden.