Wealth management, retirement planning, financial advisors

Estate Planning

Helping Develop an Estate Plan Specific to Your Situation

A well-crafted estate plan is made up of two distinct yet interrelated parts—a plan for the passage of your assets and the documents that will put your plan into effect both while you're alive and at your passing. Our professionals will work with you and your legal counsel to develop an estate plan that considers many aspects of your circumstances.

We understand your situation is unique and your plan should be crafted around your family, business and desired legacy. Our discovery process will help you arrive at specific goals using estate-planning strategies and implemented with well-crafted documents.

Talk to one of our trusted advisors to learn more about how we can help design an estate plan specifically for you.

How can we help you?

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We have 40 offices in 18 states, with trusted advisors who offer solutions for clients across the country.

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