Heirlooms. Mementos.
Keepsakes.

We have many words for the things that a departed loved one leaves us, but when a loved one has an estate, planning is essential to ensure that your heirs receive their share.

Did you know that a will alone is not enough to protect your family?

Many think that they’ve done all the planning they need to once they’ve signed a will and named an executor. Unfortunately, even wills can be tied up and cost your family money in court fees. Other strategies exist to protect your estate and hand it down to your loved ones, such as innovative trust designs and IRA stretch options. Some products have built-in death benefits and offer tax-free distribution to your chosen beneficiaries. You can even pass down wealth to future generations while you’re still alive. We can help you choose the plan that protects you and your family.