Financial Planning Assistance

Our law firm’s philosophy has always been to help families preserve their wealth and achieve their long-term financial goals. The coordination of the estate plan and financial plan is vital.

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 family situation
    • Review the beneficiary designations of your IRAs and retirement plans to be sure you are taking advantage of the recent law changes
    • Review your assets to be sure they are properly titled in your living trust
    • Analyze the impact of any new tax law changes to see if your estate planning documents need to be updated

In addition, we will answer any questions you may have regarding recent law changes and your estate planning goals. This will be an ideal opportunity to coordinate your financial planning goals with your estate plan.