Estate Planning

Anchor Estate Planning

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