Estate & Legacy Planning

Estate & Legacy Planning

Secure Your Legacy

Your legacy represents your life’s work and philosophies.  It’s never too soon to start planning for the successful transfer and distribution of your assets to continue what is most important to you.  

We invest our time and attention in what matters to you.  We collaborate with you, and any other professional advisors, to develop an approach that will shore up for future generations the things that matter most to you.

Our Focus

  • Wills, irrevocable and living trusts and directives
  • Estate tax minimization strategies
  • Proper titling of assets
  • Charitable giving strategies
  • Legacy/dynasty and trust planning
  • Family value and governance
  • Collaboration with other advisors, including attorneys or accountants

Get Started / Questions?

To learn more about Wealth Planning and other ways we can assist you, contact the Wealth Management Advisor in your area.   

Your security is important to us.  When communicating via email please do not include any personal, business or confidential account information.  Thank you!


Gene Todd
Contact Gene

Bill Dolan 
Contact Bill

Other States
Gene Todd
Contact Me

Existing Account Support
Michelle Stevson
Contact Michelle