Estate Planning

We know that planning for you doesn’t just stop after you are gone. Your Wealth Advisor and Wealth Enhancement Group can help you with your estate planning needs and formalize your wishes. Coordinating your financial plan with your accountant, attorney and other advisors is crucial. We will work with other members of your team to ensure that all of your advisors are working together toward your goals, such as minimizing tax burdens and providing for your heirs. Should you need additional expertise in a specialized area, we can draw on our extensive network of financial professionals.