House Tour

Estate

Preservation

We help you keep more of what you’ve earned. Working with your tax and legal professionals, we’ll develop a strategy to help preserve your legacy and avoid it decreasing due to federal and, in the United States, estate taxes:

• Charitable Strategies & Trusts (U.S. Only)
• Life Insurance Trusts (U.S. Only)
• Wealth Replacement Trusts (U.S. Only)
• Life Insurance (Canada Only)
• Annuities (Canada Only)