Conversations Clients Want The Most – Estate Planning

One of the most valuable financial planning topics for high net worth individuals is estate planning. Establishing an estate plan can significantly preserve wealth, improve flexibility, and maintain control over what you leave to your heirs and to charity. With Congress passing the Tax Cuts and Jobs Act of 2017, we believe now is an opportune time to either approach estate planning for the first time, or revise an existing plan in order to leave a more impactful legacy.