Broker Check

Estate Planning

Some investors handle their estate plans diligently, with input from legal, tax, and financial professionals. Others plan to the best of their ability, but make mistakes that can potentially affect both the transfer and destiny of family wealth. That's why it's essential to obtain the advice of an experienced financial professional. This will help ensure that your estate plans are reviewed over time. After all, any major life event should prompt you to review your will, trust, or other estate planning documents.