Having a will and trust is great start when it comes to your estate planning – we can coordinate with your estate planning attorney to help you understand the complete picture of what happens to your assets after you’re gone. This means making sure that your wealth is set to transfer to the appropriate beneficiaries, knowing the tax implications, and the process that your loved ones would encounter when it’s time to transfer your estate. We also work with you and your estate planning professional to keep your estate and financial plan aligned with your goals.

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