Estate Planning.
You already have an estate, made of all the insurance, real estate, and other assets you’ve worked hard to gather over your life. Estate planning is the process of making sure that when you die, those assets are managed and distributed the way you want.
A will is the most well-known part of an estate plan, but it’s just one piece. As your advisor, I work with you, along with your lawyer, notary, or tax professional to build a complete plan; to protect your investments from market downturns, avoid unnecessary legal, estate administration fees and ensure your money goes directly to the people and/or cause(s) you chose.