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Estate and Legacy Planning

ISC understands that estate planning comes down to identifying your wishes and implementing a plan for your assets. Do you want to leave a legacy? What are your plans for your assets? We take the time to discuss your desires and review your estate planning documents. With the assistance of your estate planning attorney, we draft and develop a plan that executes your wishes. Critical strategies include:

  • Wealth transfer and trust strategies
  • Current will, trust, and insurance review
  • Foundation and charitable giving strategies
  • Coordination with legal and tax advisors