Do you know how your estate is going to be settled upon your death? In many cases,
failure to develop a comprehensive estate plan can result in increased settlement costs, excessive taxation, and even forfeiture.

Our advisors can help guide you through the process of developing an estate plan that
ensures the proper and efficient disposition of your assets, enabling you to:

• Educate future generations of your family
• Distribute/ transfer wealth in a tax-efficient manner upon death
• Create a succession plan for your business
• Develop a Will or Trust

Call 860.323.0949 to speak with our advisors, answer any questions you may have, and to schedule a time to meet in person and discuss your current situation and planning needs.