Estate Planning

It is important to create an estate plan that is properly structured to address the needs of your family. This is your opportunity to design the future, and you can rely on our expert help you get it right. We can help you:

Create/update your will: Your will is the primary document used to transfer your wealth after death. Making decisions now on how you wish your legacy to be passed on to your heirs will avoid potential problems later.

Review your estate plan: Review and reassess whenever you change your marital status, make a career change, or change your address. We'll help you identify opportunities to adjust your estate plan as your current situation and future goals change.

Select an executor: Choosing a reliable executor or personal representative to settle your estate gives you, and your family, security and peace of mind. We have the expertise and experience to handle this important role.

Consider trust and gift strategies: If you have a sizable estate to manage, you may save on taxes through the use of trust and gifting strategies. We can help you determine the best account types for tax purposes.

Investments Not FDIC Insured | No Bank Guarantee | May Lose Value