Estate Planning

As a financial advisor, estate planning is an important aspect of our services. We understand that creating a plan for the distribution of your assets after you pass away can be a difficult and emotional task. However, it is a crucial step in knowing that your loved ones are taken care of and your legacy is protected.

We specialize in helping our clients navigate the complex world of estate planning by providing guidance and education on the different options available. While we do not draft legal documents such as wills, trusts, and powers of attorney, we can work closely with your attorney to ensure that your financial goals are aligned with your overall estate plan.

Additionally, we can assist with planning for potential long-term care needs and help protect your assets. Our goal is to provide comprehensive and personalized service to help our clients make informed decisions about their estate plans.