Skip to main content
Join

Estate Planning

Estate Planning

Three generations of men walking in the park with youngest on his fathers shoulders

Start Your Estate Plan

Build a legacy that can last for future generations.

You’ve worked hard over the years to accumulate wealth and may find it comforting to know that the assets you leave behind will continue to be a foundation for your family, friends, and the causes that are important to you.

Estate planning can be crucial to a financial plan once you begin thinking about your goals today and for future generations. Once you have planned for retirement and invested wisely, you can focus on how your assets will be managed after your death.

Schedule an Appointment
Retired couple high-fiving

One of our CFS* Financial Advisors is here to help you. They can assist you by coordinating with your legal and tax professionals to help develop a plan that aligns with your values. Some things you can expect to discuss in the estate planning process are:

  • What are your assets and their approximate value?
  • Where will your assets go when you pass away?
  • Do you have a trust?

To learn more about estate planning and ways to help protect your family, contact us today to schedule a complimentary, no-obligation appointment.