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

A comprehensive set of services.