Providing plans for “your” now
and “their” later
A well-rounded financial plan will also protect you and who is important to you. Over the years, we have helped many clients work through their estate plans and through their family and friend’s estates. We have strong alliances with a group of attorneys that we work closely with alongside our clients.
Services we support with our estate attorneys:
Health Care Proxies
Power of Attorney
Long-term care planning
Complement Your Financial Plan
Having multi-disciplined planners in-house helps to ensure your plan is consistent. Make sure your estate plan communicates with your financial risks, beneficiaries, investments and strategies.
Estates and taxes are simultaneous concerns. Our accountants will ensure your estate plan passes the “Uncle Sam” test. Don’t leave a tax time bomb for your heirs.