Estate Planning
Contrary to popular belief, estate planning is important for all financial situations. When you work with us on a financial plan for your estate, you are creating a clear path for the next generation.
Our estate planning services include:
- Evaluation of current and projected estate value
- Analysis of exiting wills and trusts
- Document review and revision with attorney, if necessary
- Establishment of transfer and preservation objectives
- Multi-generational planning and generation skipping options
- Review of life insurance policies including their internal costs and performance
- Coordination of documents, titling and beneficiary designations
