As part of our process we work with you to confirm your legacy wishes and build an estate plan that supports them.  This includes:

Ensuring appropriate beneficiary and successor holder designations are made
Working with your lawyer to ensure that your will, personal directives, Power of Attorney, and other legal items are current and consistent with your goals
Aligning your financial plan and assets in parallel with your will
Minimizing the amount of tax you pay on your retirement income and your estate, keeping more for your family and loved ones

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