Estate Planning

ESTATE PLANNING

Certainly, when one passes, a proper estate plan becomes critical. However, there is much that can be considered, and acted upon, while one is alive. Our experience is that, when successful families have generated sufficient wealth to live the life they want to live, their attention turns to subsequent generations. This allows for meaningful opportunities to promote? the stewardship of wealth across multiple generations. By understanding the entirety of our clients’ financial situations, as well as their unique family dynamics, we are able to collaborate with them and their estate planning attorney to design customized estate planning solutions that will help benefit their family for future generations..

Provide support with strategy, goal setting and implementation of documents
Understand how family dynamics and charitable inclinations impact the plan
Estate plan document review
Prepare estate plan flowcharts

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New Hampshire

18 Congress Street - Suite 209

Portsmouth, NH 03801

(603) 431-3498

Maine

One Monument Square - Suite 601

Portland, ME 04101

(207) 523-1110

Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org

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