Estate Planning

Estate Planning 
Check the box that best describes you:

□   I would like my last check to bounce – I planned it just right!
□   I would like to leave money to my children
□   I would like to leave money to a charity

Regardless of which box you checked, you have an estate plan.  Depending on which situation you are in, advanced estate planning strategies may make sense to consider.  By understanding your situation, we can help you plan and make the most from what you’re trying to accomplish.  For most people, that is striking the balance between helping their loved ones or charities, while making sure they are helping themselves.