Trusts & Estates Planning & Guidance
When is the last time you said to yourself:
“I really need to revise my Will, but where do I start?”
Now, a harder question… when is the last time you asked yourself:
“What do I want my legacy to be?
That’s where we come in.
What do we do?
Estate planning, however, is not a one-time deal. It requires regular care and feeding. Because we are in regular contact with you, we are often in a better position than any of your other trusted professionals to identify when your plan needs to be reconsidered. We know you. We know your family. And, most importantly, we have a deep understanding of what you are looking to accomplish. In addition to “quarterbacking” the initial estate planning process for you, we also work with you and your attorney to ensure your plan remains up-to-date, in line with your current wishes and in line with the ever-changing tax landscape.
Why do we do it?
Our Dedicated Team
Nicole R. Hart, J.D.
Senior VP, Trusts & Estates
Richard Yam, J.D.
Vice President Trusts & Estates
Read More From Our Trusts & Estates Team
Want to learn more about integrated estate planning?
Speak to an advisor for more information on how we can help you.
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