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Estate & Philanthropy

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

Featured Video: Estate Management 101

Principles of Preserving Wealth

Ready to secure your legacy and bring peace of mind to your family? Don't leave tomorrow to chance. Visit our Apricus Learning platform for expert guides, videos, and resources on Estate Planning. Take the first step in crafting a legacy that lasts.

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For you

why choose us

Client-Centered Financial Planning

We will collaborate with your other professional advisors, such as your attorney and accountant, and keep everyone informed of progress with regular to-do lists and progress reports. Although we schedule regular reviews, we are always available to talk if you need to discuss any concerns or questions you may have.