Estate Planning

Estate planning is essential to protecting your assets, minimizing your estate tax exposure, and successfully transferring your estate to your family or charitable organizations. If you do not have an estate plan, this is a very important matter that you should not wait to address. If you already have an estate plan, it is beneficial to have it reviewed regularly to make sure it is working to accomplish your current goals.

Beyond the estate plan itself, we help make sure that your mix of wills, trusts, and insurance policies is appropriate for you. We will work with your existing team or refer new estate planning attorneys and accountants to ensure that we provide a holistic approach in meeting your needs.

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EmVision Capital Advisors and Commonwealth Financial Network do not provide legal or tax advice or services. Please consult your legal or tax advisor regarding your specific situation. If you do not have one, we can gladly find the best fit for you based on our partners we work with.

insurance planning
Insurance Planning
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family planning and financial advisor
Family Planning
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retirement planning
Retirement Planning
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wealth management and financial advisor
Wealth Management
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