Estate Planning

When you've worked diligently to build an estate, the last thing you want to worry about is having it drained of value through taxes and legal costs in your absence.

Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death, according to your goals and objectives.

A major concern in estate planning is federal and state tax law. Your Signature Securities Financial Advisor will introduce you to the resources and products necessary to build everything from a simple estate plan to sophisticated gifting strategies that will help maximize the benefit to your beneficiaries. Signature Securities recognizes the unique situation that estate planning presents, and will work with you and your attorney to either review an existing plan or create a new estate plan. Your Signature Securities Financial Advisor will ensure, when necessary, that the right team of legal and tax professionals is assembled to address your needs.*