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Estate planning is not just about money. It is also about creating a meaningful life plan. When it comes to your nest egg, what do you want to pass on to your loved ones? Our wealth managers will help you create a lasting legacy of responsibility, as well as a financial legacy that can impact your family and your community for generations to come.
- Estate Planning
- Wills & Trust Review & Management
- Inheritance Planning
- Beneficiary Designation Counseling
- Coordination with Estate Planning Attorney
- Philanthropic Gifting Strategy