Estate Planning

An estate plan is more than a well drafted will. It encompasses ensuring your love ones will have sufficient income after your death to meet their needs, determining the disposition of your lifetime savings, and ensuring that your heirs receive the greatest possible portion of your wealth. To help maximize the benefit of an estate plan, we provide a review of all relevent planning documents, a comprehensive review of asset ownership, an analysis of life insurance including ownership and named beneficiary and reviews of designations of beneficiary for all retirement benefits. We also prepare estimates of estate tax costs and coordinate implementation of all facets of your estate plan.

 
Retirement Planning Education Planning
Insurance Planning Investment Services
CFP CPA, PFS
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