TRUST & ESTATE PLANNING
Trust & Estate Planning is not just about documents; it’s about emotions, family, and the stories that define us. Our mission is to guide you on the journey to peace of mind, ensuring your wishes are honored and your legacy is passed down with love.
A Family-Centered Approach
WITH A PLAN YOU CAN TRUST
OUR PROCESS
Your unique experiences shape how you approach estate planning, and we're here to guide you. We'll help you and your family have meaningful conversations about money and values, then create a personalized strategy to minimize taxes and protect your legacy. With a plan you can trust, you'll have peace of mind knowing your wishes will be honored and your loved ones cared for.
PLANNING AREAS
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Beneficiary Designations & Types of Accounts
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Life Insurance Trusts
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Grantor Trusts
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Irrevocable Life Insurance Trusts
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Charitable Remainder Trusts
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Estate Planning Intra-Family Loans & Notes
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Disability Planning
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Gifting Strategies:
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Gift Trusts
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Lifetime Exclusion Gifts
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Charitable Gifts
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Trust Planning Strategies