Have you considered your legacy? For many people, family and charity are high on the list of those who should benefit from their lifetime of work. However, Uncle Sam also wants a piece of the action. We are here to help you understand how your assets will be distributed under your current estate plan and existing tax law. Our team will work with you and your existing financial professionals and attorneys to formalize your wishes to potentially minimize the administrative burden and to maximize the value distributed to the people and causes you care about.
