Estate Planning

You are asking yourself questions about your legacy and what happens when you’re gone?

– Would my family be able to take care of themselves?

– Would they know how to handle my financial affairs once I’m gone?

Estate planning is an often-forgotten step in the financial planning process. Having your financial affairs in order will allow your family peace in a time of grief.

We offer our clients a discounted rate to get their estate planning documents completed. Trusts, wills, advanced health care directives, and power of attorney documents. Call us and let’s get your essential documents in place.