Estate Planning

YOUR LEGACY MATTERS

Planning Today for Tomorrow’s Legacy

Estate planning is an important part of retirement, but it’s not just about distributing assets—it’s about making sure your wishes are honored and your loved ones are supported. We work alongside you to ensure your estate planning decisions fit within the broader picture of your financial future.

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Key Aspects of Estate Planning

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wills & trusts

Helping you understand their role in your estate plan.

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beneficiary designations

Ensuring accounts align with your intentions.

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power of attorney

Clarifying how to appoint someone for financial decisions.

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healthcare directives

Discussing how to outline your medical care preferences.

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tax considerations

Identifying potential estate tax implications to discuss with legal advisors.

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legacy planning

Helping align your values with your financial decisions.

YOUR RETIREMENT ROADMAP

Connecting Your Estate Plan and Finances

01

Clarity

Ensures your financial plans and estate wishes work together seamlessly.

02

Consistency

Helps avoid conflicts between your retirement goals and estate decisions.

03

Efficiency

Supports tax-efficient strategies that fit within your broader financial plan.

04

Peace

Gives you confidence knowing your legacy aligns with your long-term goals.

Align Your Legacy With Financial Goals