Estate Planning

As financial advisors, we often play quarterback when it comes to other financial professionals in our clients’ lives. Making sure that our clients’ beneficiaries/affairs are taken care of, in case the unexpected or inevitable occurs, is an important component of a sound financial plan. Often our clients are unaware of the gaps or holes in their legacy plans until we help identify them. At that point, working closely and on the same page with an estate attorney can be very beneficial.

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