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Estate Planning

Define Your Legacy with Estate Planning

Estate planning boils down to your purpose – what do you want your legacy to be? Are you looking to send your grandkids to college? Want to leave your business to the next generation? Be remembered for your generosity and philanthropy?

Start building toward that purpose today, and we’ll guide you along the way, with tax efficiency planning, charitable giving strategies, business exit planning, wealth transfer strategies and more.

Let’s work together to write your legacy, then build an estate plan to help you meet that purpose.

What to Expect

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Efficient Wealth Transfer

We’ll help facilitate a smooth transition of assets to beneficiaries, minimizing delays and administrative hassles.

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Tax Efficiency

We’ll help you develop a tax efficiency plan for your estate – reducing estate taxes, gift taxes and inheritance taxes – to preserving more of your wealth for the next generation.

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Generational Planning

Under your guidance, we can meet with your heirs and help begin the financial planning process for the next generation, so you know the legacy you live behind will be protected.

 

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Charitable Giving Strategies

Philanthropy is a huge part of your legacy. We’ll work with you on a charitable giving plan, optimizing your contributions while potentially reducing your tax burden.

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Business Exit Planning

Perpetuation planning as a business owner can take years of preparation to ensure you get the value you deserve, your successors can afford the buyout and you have peace of mind knowing the business is being left in good hands.

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Contingency Planning

As part of our estate planning process, we’ll help you create a contingency plan in case of unexpected events like incapacitation. Whether it’s a business continuity plan or a life insurance policy – we’re looking to help you protect your loved ones.

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Family Communication

We can facilitate open discussions among your family members, promoting transparency and minimizing the potential for disputes over estate distribution.

FOCUS on Your Future

We're here to be your partner as you pursue your purpose. When you dive into our FOCUS process, we'll help you hone in on that purpose, develop a plan to pursue it, implement that plan, and regularly check in along the way. Start the FOCUS process today.

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Formally Meet

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Openly Discuss

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Create

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Understand

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Start

FOCUS ON YOUR FUTURE

Start the Process

See how our FOCUS process works, from the moment we meet to our mind-mapping exercise and plan implementation. 

Start the FOCUS Process

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Define Your Legacy

Begin the estate planning process today to start down the path of building your legacy.