Estate Planning
Links to Other Services We Offer
Retirement Planning
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Education Planning
Emergency
Planning - Investment Strategies
Tax Planning
- Income Protection
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Estate Planning
Budget Analysis & Debt Management
Estate Planning
Our estate planning service is designed to
highlight specific issues and risks that may arise from your
incapacity or death, including your personal care, the
management of your assets during incapacity, asset transfers
to your heirs upon your death, guardianship of your minor
children, and estate taxes. We work with you
to identify which estate planning documents are needed
(wills, durable power of attorney, patient advocate
designation, and/or trusts) and prepare you to work with a
qualified estate planning attorney to obtain them. This
includes identifying your assets, gathering relevant
documents, and outlining the specific issues/questions you
need to address. We also provide a template to help you
organize your important information for easy reference by
your survivors. If necessary, we will provide referrals to
estate planning attorney’s and work with them to assist you
in completing an appropriate estate plan and related
documents.
We work with you to achieve your financial goals, whether you have just one
question or want a complete financial plan. Call us today to
see how we can serve you.
We
appreciate your business!
