Legal & Estate Planning
Comprehensive legal support & estate planning.
As your success and wealth grow, so does the responsibility of protecting what you have worked so hard to gain. Our internal legal team works with a vast network of legal professionals to support you whenever you need guidance. From understanding legal contracts, to supporting you in building a plan to pass on your legacy to the next generation, we are here when you need us.
We provide a comprehensive set of services, including:
- Legal Support
- Coordinating Outside Counsel
- Estate Planning
- Reviewing Existing Estate Planning Documents
- Personalized Estate and Tax Strategy
- Business Succession Strategy
- Trust Services
- Business Succession Planning
