Broker Check

Estate Planning

Estate Planning Package - $3,000

Topics we advise on:

  • Explanation of estate planning documents - Trusts, Wills, Power of Attorney, Health Care Agent, Guardianship
  • General estate planning and gifting strategies
  • General estate tax planning and education of trusts and estates
  • Sources of estate liquidity planning

We have partnered with firms to draft estate planning documents for our clients.

Book a call to learn more