Individuals and their Estates
Several of our financial advisors have worked with other professionals such as attorneys and accountants by putting together comprehensive estate plans. We can point you to the right professional for these complicated issues. You do not want your estate to shrink due to high federal estate tax issue after your death, neither do you want to leave your heirs holding the tax bill or all of the stress of having to settle your estate without clear and precise directions. We can offer a large amount of advice, direction and experience in this area as well as the tools in which to fund certain triggering events with insurance. Please come talk to us and we can help.