Financial Planning Assistance

Our law firm’s philosophy has always been to help families to preserve their wealth and achieve their long-term financial goals. The coordination of the estate plan and financial plan is vital. We work closely with your family financial advisor to ensure that your estate plan is well suited to your long-term financial objectives.

We offer FREE estate and financial plan reviews. During these complimentary reviews we will:

  • Discuss your family situation to ensure that the terms of your estate plan still reflect your wishes and your family situation

     
  • Review the beneficiary designations of your IRAs and other retirement plans to be sure you are taking advantage of the recent law changes

     
  • Review your assets to be sure they are properly titled

     
  • Analyze the impact of any new tax law changes to see if your estate planning documents need to be updated

This COMPLIMENTARY consultation is the ideal opportunity to coordinate your estate plan with your financial planning goals.


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