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Estate Planning

Estate planning encompasses the accumulation, conservation, and distribution of an estate. The overall process is to develop a plan that will enhance and maintain the financial security of clients and their families.

Your Personal Financial Concierge simplifies this process for you so that you can implement a custom designed plan for you and your family. We will coordinate and lead your estate planning team to develop a plan you fully understand and want to put in place. The estate planning team usually consists of an attorney, an insurance specialist, an accountant, an investment counselor, a bank trust officer and Your Personal Financial Concierge as the team quarterback.

Estate Resource Page