​ESTATE PLANNING

Estate planning is not just for the wealthy. The primary focus of a plan is on inheritance determining and planning how to pass on assets to loved ones in the most beneficial manner, financial and otherwise.

​Some of the questions addressed in a comprehensive plan include:​
  • What if I don't wake up tomorrow?
  • What do I own that I want to protect?
  • What if my will is not up to date?
  • Can my net worth be passed along to my child's spouse?
  • Can I protect my assets from in-laws during a divorce?
Need more information about proper retirement planning and your future?