Building and preserving wealth together.


Estate Preservation

You don't have to be wealthy or elderly to create an estate plan. If you recently retired with a bigger pension than you imagined, or simply want to leave gifts to your loved ones instead of to the government, then you might want to think about estate planning.

Put simply, estate preservation is a plan to create, conserve, and transfer wealth — during your lifetime, as well as at your death. Just knowing a few basic facts about how your estate will be taxed will help you protect your family or business in the case of your disability or death.

Contact your Advisor to help you maximize and preserve your estate for your heirs.