Estate Planning

Thoughtful advance planning provided by expert advisors will enable you to direct and optimize the destiny of your financial assets.

Informed and governed by your personal goals, a properly constructed estate plan should of course communicate all aspects of your financial distribution but also convey the important core values and life lessons you wish to impart to family members and benefactor-directed charities.  Whether executing an efficient transfer to your children or deploying generation-skipping techniques to provide for future generations, OnCenter will help you take the necessary steps today to ensure a smooth legacy transfer that provides the outcomes you desire.