Estate & Legacy Planning

Discussing your financial legacy


Estate and legacy planning is about much more than keeping your will up to date, but often that’s as far as people get when they think about their estate. We talk about legacy planning for end-of-life planning with our clients. In those conversations, we examine your hopes not only for yourself but for your family, your community and your concerns about what might happen in the future.

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Our Process


Our estate and legacy planning is tied into your comprehensive financial plan. By knowing your whole financial picture we can discuss gifting strategies during your lifetime and facilitate estate and legacy planning by regularly reviewing your existing gifting and estate plans and working collaboratively with your estate attorney to create new plans as needed.

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Meet with one of our financial advisors to learn how a financial plan could benefit you.

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