Estate planning is a crucial part of a comprehensive financial plan, and our firm is dedicated to helping clients navigate this complex process. We work with clients to help create a plan that ensures their assets are distributed according to their wishes while minimizing taxes and other expenses. Estate planning can be an emotional and challenging topic, which is why we take a personalized approach to each client’s situation. Our goal is to help clients achieve peace of mind, knowing that their assets will be managed and distributed in the way they intend. Ensuring you maintain proper beneficiary designations on your investment and insurance accounts is a critical part of this process. We also work with several local attorneys, or your own trusted attorney, to help draft the documents you’ll need to implement your estate plan.