Estate Planning
Estate Planning
A well-designed estate plan provides financial stability for your loved ones and the causes important to you. It also reduces the burden put on those tasked with wrapping up your affairs and considers the tax status of those inheriting your wealth. We regularly review your estate plan to make sure it reflects your current wishes and considers relevant changes to estate law. And, if you need an estate plan, our planning professionals will help coordinate the creation of your estate documents with an experienced attorney.
Provide financial stability
33% of U.S. adults have created estate planning documents.
Source: Legalzoom.com
American retirees expect to transfer more than $36 trillion to their families, friends, nonprofits, and additional beneficiaries over the next 30 years. (Source: seniorliving.org)
40% of American adults say they don’t have a will because they haven’t gotten around to it. (Source: caring.com)
18% of people don’t know what an advance health care directive is. (Source: Cambridge Trust)
American retirees expect to transfer more than $36 trillion to their families, friends, nonprofits, and additional beneficiaries over the next 30 years. (Source: seniorliving.org)
40% of American adults say they don’t have a will because they haven’t gotten around to it. (Source: caring.com)
18% of people don’t know what an advance health care directive is. (Source: Cambridge Trust)
