Estate Planning
Preserving Your Wealth
  • Do you have a plan to control where your assets go when you are gone?
  • How will your intentions be known?
    • Beneficiary designations
    • Will
    • Trust
  • What purpose do you want your financial legacy to serve?
    • Supporting your family
    • Supporting a charity
    • Supporting your community
  • Will your plan let you achieve all your goals? How do you know?