Estate Planning

The vast majority of our clients care what happens to their estate and plan to leave a legacy for loved ones and/or charities. Many common questions clients ask us are:

What types of documents can help me avoid probate?

What is the difference between a will and a trust?

How can I keep more control over the distribution of my gifts when I pass away?

How will my beneficiaries be taxed on my accounts when I pass?

How can I protect my gifts for my children and grandchildren from divorce or creditors?

As part of our portfolio management relationship with our clients, we provide estate planning education to our clients so they can make informed decisions for their estate planning documents. 

For an additional fee, we can help you obtain some simple estate planning documents through our national estate planning partner, who works exclusively with financial advisors to make estate planning more accessible for families. 

For those who prefer more specific guidance or have more complex estate planning needs, we can connect you with a local estate planning attorney, or work with your current estate planning attorney, to help you create the estate plan that is best suited for your family.