We believe that investment management and prudent portfolio allocation can be accomplished with an overall wealth management strategy
Estate and Legacy Planning
SEIA believes an estate plan should determine the eventual destiny of your assets. In combination with your Estate Plan, your Legacy Plan should communicate your core values to future generations.
A legacy plan communicates more than financial details – it expresses your values, wishes and life lessons you want to pass along. It imparts wisdom that your successor may use to guide inherited assets in the future, so that these assets may endure for more than a generation.
- Advanced estate and legacy planning techniques
- Maximizing the protection and tax benefits for your estate or family business
- Coordination of the Estate Trust division and distribution process