Broker Check

Estate Planning

Our mission is to empower people to maximize their financial potential and be the trusted financial partner they are looking for.

Financial planning is a journey, not a destination.

 

Estate Planning Package

  • 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
  • Partner with firms to draft estate planning documents for our clients.
  • Includes 1 deed transfer and notarization of documents

$4,500


Schedule a Call to Learn More


Have a Question

Thank you!
Oops!