Broker Check

Estate Planning

We will provide the financial administration and advice on when and how your legacy is to be passed down. You will obtain the necessary legal documents required to ensure your wishes are carried out. Together we will establish an estate plan that is designed to disperse your assets as you wish.

  • Life insurance
  • Trusts
  • Estate taxes
  • Gifting
  • Beneficiary assistance
  • Legal counsel referrals

"Planning is bringing the future into the present so that you can do something about it now." - Alan Lakein 


 
 

Have A Question?







Thank you! Oops!

Recommended Content

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.