Estate Planning

Even if you don't expect your estate's value (including death benefits from insurance policies) to total more than the current IRS limits, you may need an estate plan. If you do nothing to control the disposition of your estate, by default you have an estate plan, one designed and administered by the government, with no regard for the needs and desires of you and your family. Proper estate planning can use lifetime gifts and trusts to minimize your estate tax liability. With the help of our Financial Planning department, your investment officer can complete a comprehensive estate plan for you to review with your accountant and attorney.

top