Estate planning decisions today impact the legacy you leave in the future. When it comes to the legacy you seek to define, transferring your wealth takes careful planning and preparation. Our team takes time to understand your values, objectives, and vision for how your estate will live on after you are gone. We work regularly with third parties, including estate attorneys, CPAs, and corporate trustees, to plan, review, and execute estate plans for our clients.
Our experienced team works with you to review estate planning documents and designations to determine whether they reflect your current wishes and are structured appropriately to meet your needs.
Davidson Investment Advisors and its affiliates do not provide tax or legal advice. Please consult with your tax and/or legal professional for guidance on your specific situation.