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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.

<p>Principles of Preserving Wealth</p>

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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<p>Managing an Inheritance</p>

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.
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<p>Yours, Mine, and Ours: Estate Strategies for Second Marriage</p>

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.
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