We are able to provide guidance in areas of estate planning that include; wealth transferring, charitable giving, trust and legal document formation, business succession planning, and asset protection.
While we do not draft legal documents or give legal advice, we do work closely with clients and their attorneys to help assure their financial goals, and planning are aligned.
Insurance can be an important part of financial planning to address needs that include:
· Wealth Transferring
· Estate Liquidity
· Asset/Income Protection
· Business Succession Planning
· Income Replacement
While we help with new insurance needs, we will also review in-force insurance to make sure it is still suitable and aligned with your financial plan.