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Estate Planning

You’ve spent a lifetime building wealth. Make sure your legacy is protected.

An integral part of your financial strategy, Estate Planning can help you create your legacy and ensure that your money will continue to protect your interests and those you care about.

None of us look forward to thinking about loss of life or the possibility of being unable to make decisions for ourselves, or care for those we love. This is a topic that so many families put off, causing them to be caught off-guard and unprepared when incapacity or loss of life does happen.

Don’t wait to start planning. We have the experience and resources to help simplify what can often be a complex—and emotional—decision. Working with you and your attorney, we will help to develop the legacy plan you want to leave—as well as an implementation strategy that will carry out your wishes. Our Estate Planning services can:

Our team also has the knowledge and expertise to assist your family with:

Considering a Trust

A trust can help you prepare for the unexpected and is an important component to add to your estate plan. Depending on your needs, we can help you incorporate the use of a trust as part of your estate plan to:

Questions?

Contact an advisor

Or call

1.855.329.3258

Understand your education savings options

Find out about which type of account may be right for you

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Visit our Advice & Planning Section

Resources to learn about planning for all of life’s major events and milestones

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