Estate Planning

It’s always better to be prepared. Having a sound legacy plan in place, in case the unexpected happens, is the foundation of a sound financial plan. No one wants to leave a messy estate to unwind or heavy tax burden for their loved ones. We can help you identify any gaps in your estate plan, and then work hand in hand with an estate attorney to help make sure that your affairs are taken care exactly as you intend. Whether you have a preferred estate attorney or would need one, we can collectively meet to review that both your investment plan and estate plan are in sync.