Estate Planning

You have worked hard and saved your entire working lives to build up your estate, and it’s important to make sure that you have a voice in what happens to that estate. Estate planning (wills, trusts, POA’s, etc.) is a crucial part of EVERYONE’S financial life, and we don’t want your beneficiaries to pay the price of poor planning.

We will work closely with your estate planning attorneys to give you peace of mind in knowing your wishes will be carried out. We also add those instructions to your assets and your “vault” so that nothing gets lost and in case of emergency, we can take action.

Estate planning rules can be complicated. Want to see how your current estate plan will affect your heirs? Start your free financial assessment here.