Purposeful Estate Planning​

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Estate Planning

When an unforeseeable event has the potential to derail a lifetime of prudent financial decisions, there is no room for error. 

From day one of the relationship, we work with you to understand your family dynamics so that we can best execute on your vision of the future. 

While we do not provide tax or legal services, we offer guidance in the following areas:

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Family governance

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Estate and trust tax

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Charitable giving

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Coordination with estate attorneys

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Will and trust planning

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Power of attorney

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Medical directives

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Account titling and beneficiary planning

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READY TO DISCUSS YOUR ESTATE PLAN?