You’ve enjoyed the fruits of your hard work and retirement savings throughout your retirement. Now, with time growing shorter, it’s time to consider how your wealth will be left behind. These are important conversations to have, and they should be done sooner rather than later.
We move from initial legacy conversations to the implementation of these goals. Implementation involves everything from investment allocation to estate planning to family communication. We’re with you in each step so that you can feel confident about the way things will be handled at your passing.