Nearly everyone has an estate. Your estate is comprised of everything you own, which may include a car, home, other real estate, checking and savings accounts, investments, life insurance, and personal possessions. Most individuals want control over how their items are allocated to friends, family, or a favorite organization upon death. Estate planning can provide peace of mind and may assist in eliminating problems, saving money, and reducing the burden on your heirs. Along with a licensed attorney, we work with our clients to provide guidance in the process of putting a prepared plan in place to best meet their goals. Once your estate plan has been created, we can then assist with making sure your financial plan is congruent with your estate plan. This may entail updating beneficiary designations, changing account registrations, and holding beneficiary meetings.
More information about the services we provide can be found by clicking on links below.
