Estate & Legacy Planning

Estate & Legacy Planning

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Estate & Legacy Planning

At AEGIS, you will work with a team of specialists who will help you prepare and execute an estate plan that is right for you and your beneficiaries.


One overlooked aspect of estate planning, other than avoiding taxes, is the fact that insurance documents and other contracts may supersede the wishes you lay out in your will. Make sure all your beneficiary forms are in order, that you are transferring your assets in the most tax-efficient manner, and that you have a continuity plan in place to ensure that your loved ones are taken care of while your estate is making its way through the courts are all vital pieces of your plan.


Provide you and your loved ones the peace of mind that comes with knowing that you have a sound financial plan that takes care of them when the time comes.

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