KEEP IT SIMPLE: GET STARTED WITH FIVE QUESTIONS Jump start your plan with a simple assessment of what you have in place:
How to get your affairs in order
m What are your current and anticipated goals?
Consult with advisors Individuals should consult with an experienced estate planning attorney and their wealth management advisor to establish a strategy that will best meet their unique needs.
m Are your investments balanced and aligned with asset allocation that supports your goals?
m Do you have a will or trust in place and is it up-to-date and funded?
Our team of wealth management advisors can help you develop a wealth management plan customized to your objectives, risk tolerance, and your short- and long-term financial needs.
m Do you have medical and financial powers of attorney in place?
m Is your life insurance policy appropriate and in force?
Call your relationship manager to discuss ways we may help.
Christopher T. Considine, JD, CFP® Director of Wealth Planning, develops and implements multi- generational wealth plans that include planning for trust and estates, income and estate taxes, retirement, philanthropic giving, cash flow and net worth optimization, asset protection, and business succession.
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*See page 29 for important disclosures.
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