For some, financial planning is primarily about building a nest egg and ensuring it lasts through retirement. For many others, however, there is a deeper goal—ensuring their estate not only supports their own lifetime needs but also creates a meaningful legacy for future generations.
Without a proper estate plan, outside influences—such as your state of residence, the federal government, or individuals who may not have your best interests in mind—can ultimately determine what happens to your estate. If you want to ensure your estate is handled in accordance with your directives, having an estate plan is paramount.
To better serve our clients, we’ve partnered with EncorEstate Planning, a trusted provider of professional estate planning solutions. These services are available to clients with assets under management or those utilizing our financial planning services, giving you access to experienced estate planning professionals while continuing to work directly with us as your primary advisory firm.
We coordinate with Encore to ensure your estate plan aligns with your broader financial picture—from beneficiary designations to long-term wealth transfer strategies. The result is a thoughtful, efficient process and a plan that works the way it’s intended when it matters most.
*Cambridge does not offer tax or legal advice
