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Estate Planning

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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

Who is Overseeing Your Team of Professionals?

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. That can be an intensive task for a...

Don’t Make Your Beneficiaries Search for Your Assets

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 happened to the good old mattress fund? According to...

Preparing Your Finances, and Your Family, for the Worst

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 much as we can about their families, their...