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 in providing guidance in the process to put a properly prepared plan in place to best meet your goals. Once your estate plan has been created, we then can 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.