Deciding how your wealth will be passed on can be a complicated matter. Your wealth advisor will work with you and your attorney to create a clear plan for how to distribute your assets to your beneficiaries.
Sharing your wealth with charitable organizations allows you to make an impact for those in need. We’ll help explore your options and identify assets that can be used toward a planned gift.
Americans are working and living longer than ever, so it’s important to look beyond your finances when considering life after retirement. Let us help you make a plan that takes into account your insurance, housing, transportation and other needs.