We do not practice law. However as true financial advisors and planners, it's our duty to help you grasp the importance of having a proper estate plan. Estate planning allows you to pass on your assets efficiently to your loved ones through the use of wills, trusts, charitable planning, and insurance, etc.
We are also very mindful of how you structure your beneficiaries for all types of accounts so they avoid probate or meet a special need so your inherited assets flow smoothly to the next generation. We offer a virtual law firm experience and if you are not sure about your needs, take the 2-minute quiz.
*A list of qualified estate planning attorneys is available to you upon request.
