Legacy & Estate Planning
Making an Emotional Process Less Stressful.
Legacy planning, also known as estate planning, involves the planning of how your assets should be distributed in the event that you pass, and how to mitigate the tax burdens on those you love.
This can be an extremely emotionally draining process. It involves thinking about how your family will live after you're gone. We can help you design a strategy that will ensure the process is carried out smoothly.