Estate Planning is one of the most critical components of your financial plan. Unfortunately, it can also be one of the most intimidating and complicated issues to address. We will review your estate plan, identify potential gaps and create a timeline to address those gaps. A well thought out plan ensures that your wishes for your estate and legacy are carried out and unnecessary burdens are not left for your family to resolve.
Estate Planning includes:
- Referral to an estate planning professional who will draft documents (if needed)
- Address your charitable inclinations
- Review your wealth transfer wishes
- Eldercare and Hospice & Palliative Services
