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Estate and Legacy Planning

At Stonebridge Wealth Advisors, we understand that designing and implementing an estate plan to preserve wealth from one generation to the next can be complex and time-consuming. Guidance from a competent, experienced advisor can go a long way toward looking to make sure your financial success is shared with your family, friends and the charitable organizations you designate, according to your wishes.

As part of your comprehensive financial plan, Stonebridge Wealth Advisors will help you articulate your estate planning goals and work closely with your tax and legal advisors to ensure your financial plan reflects your estate planning needs. We help to make sure your assets are titled properly and your trusts are funded as indicated in the estate planning documents.