Broker Check


A coordinated estate plan helps preserve what you have worked so hard to build over the years and specifies how your assets will be distributed. An estate planning discussion can help you:

  • Specifically identify “your estate”
  • Plan your legacy and the distribution of your assets to your family, loved ones or charities
  • Coordinate with your other professionals (attorney, CPA, etc) to ensure your plans are coordinated between your financial professionals
  • Provide liquidity to cover debts, taxes and expenses and reduce taxes where possible

Whether your estate is simple or highly complex, your plan can help provide peace of mind knowing you have taken steps to protect the people who depend on you, as well as everything you've worked a lifetime to build.