Estate & Financial Planning

You don’t need a large estate to plan ahead. Estate planning will help you ensure your financial future, and that of your heirs. An experienced estate planner will help you prepare the right legal documents and create a specific plan for what to do with your assets after you’ve passed away. Without a proper estate plan, your assets may end up going into probate and distribution will be determined by an administrator of your estate. It’s your estate planner’s job to keep up with all the new tax, inheritance, and business laws, helping you craft key documents, including:

• an advanced health care directive;




• life insurance and other key insurance policies;




• durable power of attorney;




• pour-over Will;




• and a Trust, as having a Trust exempts you from probate.

• Planning
  
  • We use a series of tools to define exactly what your needs are, and provide you with a roadmap to get there. >> MORE
• Insurance
  
  • A vital part of any plan, insurance transfers the risk from you to the insurance company. >> MORE
• Investment
  
  • While insurance guards you from downturns in life, with careful planning, the right investments will bolster your upside. >> MORE

If you have any questions, please contact us:

• By phone: (888) 802-0999, available 24/7. (Se Habla Español.)
• By email: [email protected]
• By chat: 7AM - 10PM Eastern Time, seven days a week; click on the round red chat button on the bottom right of the screen.