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Our Services.

Legacy Planning

It’s rare that we encounter clients who want to “bounce their last check”, meaning they would like to spend down all of their assets during their lifetime. We find that most prefer to pass on an inheritance to their children or grandchildren or assist with college expenses. Perhaps they would like to provide financial assistance to charitable organizations they support or contribute to their alma mater or church. Whatever goals you have in mind for your financial legacy, we can advise on strategies to help you accomplish them.