An estate plan is a key component of your overall wealth management strategy. We can help identify planning opportunities and issues, as well as introduce experts to advise you on strategies that suit your circumstances and oversee the successful implementation of your personal estate plan. With planning, you can maximize the value of your estate, minimize taxes and have control over how your estate is distributed.
Asset preservation is an integral component of a comprehensive wealth plan. In partnership with our Estate and Insurance Advisor, we can recommend insurance solutions that will complement your overall wealth strategy and provide a greater sense of assurance.