What you value may be more important than what you own. To follow through on your commitments -- to yourself, your family, and your ideals -- you need to think ahead. A personalized estate plan is important in helping to protect your family and your legacy.
A well-constructed strategy can help address your specific estate planning needs including:
- Minimizing income and estate taxes
- Transferring wealth from one generation to the next
- Developing charitable gifting strategies
- Aligning existing portfolios and retirement accounts with your estate plan