Investment Services

Estate Planning

Estate Planning


Often an uncomfortable topic, estate planning doesn’t have to be a chore! At its core, estate planning involves leaving behind a legacy and making sure your loved ones that succeed you are well taken care of. Dealing with these vital decisions today will help make the transition smooth and pay off in many nights of stress-free sleep!

We can help you put in place a plan that protects you from loss of income due to disability or critical illness, or even premature death. We can further help ensure the taxes on your assets left to heirs will be minimized.

Download our Guide to Estate Planning

Request A Copy Of Our "Estate Directory Questionnaire"

This document helps you record the details of your personal financial information that family members or professionals need to know in the event of death or incapacity. We recommend that you give a copy to your children and your spouse as well as your lawyer, accountant and financial advisor.

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