Estate PlanningWe can help you protect and direct your assets according to your wishes.
Estate Tax Reduction Strategies
Account Ownership and Beneficiary Evaluation
Coordination with Qualified Estate Planning Specialists
Wills, Trusts, Powers of Attorney
Transfer/Payable on Death Documents
In coordination with licensed attorneys, we will help facilitate the estate planning process to ensure that your wishes will be carried out should you become incapacitated or deceased. We will help you think through the many important estate planning considerations that you will face, we will accompany you as you execute documents to name beneficiaries, trustees, agents, etc. and we will assist in the monitoring of your estate plan in future years.
Additional Estate Planning Resources
Managing your financial plan can be overwhelming. After all, it’s ultimately up to you to make sure that your investments, retirement plan, estate plan, insurance policies, and taxes are all on track and working efficiently…
You’ve likely heard or read about the importance of having an emergency savings account in case unexpected needs were to arise. Typically, that emergency fund is housed at a local bank or credit union. But whatever…
One of the best things about being a financial planner is getting to interact with so many different people each day. We care a lot about our clients, and we do our best to build strong relationships with them. We learn as…
No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.