Estate Planning

Properly planned estate management allows you to manage your financial activities during your lifetime as well as after your death.  For many people, family and charity are high on the list of those who should benefit from their lifetime of work.  Preserving your wealth and legacy with the assistance of our Wealth Enhancement Group will help solidify your wishes even after your death.

Important documents to consider:

  • Last Wills and Testaments
  • Revocable Living Trusts
  • Durable Powers of Attorney
  • HIPPA Release
  • Directive to Physicians
  • Designation of Guardians