Estate Planning

Even among our most prepared, most affluent clients it’s not unusual to find some who assume that having estate planning documents in place covers their estate planning needs. But there’s far more to estate planning than drawing up will and trust documents with an attorney. This is where we can add significant value in helping clients articulate their legacies, coordinate estate planning goals with other advisors including CPAs and attorneys, and develop a viable plan for reaching their goals.

We can help clients pursue their goals with dedicated estate planning tools, knowledgeable service teams and other resources designed to make it easy us to meet our client’s estate planning needs.

Comprehensive Estate Planning Tools and Resources

From case consultation to analysis and design, our broker dealer has assembled the most comprehensive set of tools and resources found at any independent broker/dealer. But they didn’t stop there. They staffed each key department that typically supports estate planning cases with subject matter experts. These are real people who we can reach with a phone call at no cost to the client. Their sole objective is to help us build your plan.