We offer estate and wealth management services with a modern touch. Frequently we are taught that any sort of financial planning or estate planning is only for those who are wealthy, but it is not. As the saying goes failing to plan is planning to fail. Everyone needs to have some kind of plan in place for their finances, health, and estate in order to prioritize and make better decisions.
Estate Planning is not just for the wealthy it is for everyone. Planning for your family’s financial future is not just for the one percent; it’s important for everyone especially if you have a spouse or children. Learn more
Create an effective estate plan to ensure that your final wishes are completely understood. We include a Video Will with our estate planning service. Although Video Wills are not binding your Estate Vault includes access to all of the following estate planning documents:
- Living Trust
- Power of Attorney for Finances
- Power of Attorney for Health
- And More