Estate Planning

Estate planning is a very important part of the financial planning process. While your estate planning documents should be prepared by an attorney, preferably one who focuses in this area, your financial advisor can assist you in considering your options. At the end of the estate planning process, all of the following questions should be answered:

• Who should be my power of attorney for finance? For health care?
• Who should I name as my executor?
• Do I need a trust?
• How do I provide for my young children?
• How do I leave charitable gifts?
• Are my investment accounts designated to the correct beneficiaries?

Answering these questions can be difficult and emotional. We are here to walk alongside you, providing advice and support. If you are interested in having financial advisors who do more than manage an investment portfolio, contact us today.

Answering these questions can be difficult and emotional. We are here to walk alongside you, providing advice and support.