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With a well-designed estate plan, you can preserve your assets and make sure that they are distributed according to your wishes. If you'd like to learn more about developing an effective estate plan, contact us to arrange a meeting with our Estate & Insurance Advisor.
Get started…get organized. Contact us if you would like a copy of our Estate Information Organizer. This is a tool for assembling and recording important information including the location of your legal documents; details of your current sources of income, insurance policies, assets, liabilities; your personal and professional contacts, club memberships, credit card information; and contact information for your financial advisors.
1The comments included in the publication are not intended to be a definitive analysis of tax law: The comments contained herein are general in nature and professional advice regarding an individual’s particular tax position should be obtained in respect of any person’s specific circumstances.