We believe that handling your estate planning matters is only one part of assuring your and your family’s overall financial well-being. Many of our clients (and their Trustees and beneficiaries) also benefit from the following services:
- Income tax reduction
- Retirement income planning
- Investment review and planning
- Insurance and annuity review and planning
- Real estate sales and exchanges
These and other important financial planning services are available through our affiliated advisors. A free consultation with them may be arranged by us, upon your request.