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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>Revising Estate Strategy Assumptions</p>

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
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<p>Succeeding at Business Succession</p>

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
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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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