Private Client Group Newsletter Q1

By April Rosenberry, JD, LLM in Taxation
Director of Estate, Tax, and Financial Planning

Estate Planning Essentials

Setting up the building blocks for a more impactful legacy

Regardless of your age or the extent of your wealth, estate planning should be an essential part of your overall financial planning. Not only does estate planning offer the means to preserve and ultimately distribute your assets according to your wishes, it helps you determine that your personal healthcare wishes and directives are followed and helps minimize exposure to taxes and avoid probate on your estate. more

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