In the same way optimizing your assets during life is extremely important to the integrity of your retirement plan, a well-designed and comprehensive estate plan is integral in optimizing your legacy after life. Whether your final wishes involve family, philanthropy, or both, this can be the most important piece of the planning puzzle. People seldom realize how time sensitive all aspects of estate planning are, but as the clock ticks, your options usually dwindle. Proper estate planning means understanding all the options on the table while there is still time to act – don’t wait until it’s too late.

Estate Planning and Distribution