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Legacy Planning

Client Centered

As you phase into retirement and begin to enjoy the fruits of your labor, do you have a desire to pass on generational wealth? You have worked hard through the beginning years, raising a family, advancing in your career and now have accumulated assets. Anna will help you discuss the possibility of estate erosion and together explore tax efficient and effective ways to maximize your legacy to your loved ones or charities.

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
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Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.
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Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?
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