When you’re developing a plan for your estate, it’s important to understand your entire financial picture. That’s where I`m come in. Working with your tax and legal advisors, I will help coordinate your investment strategies to help ensure that your plan reflects your wishes for your legacy. Complete the form if you’d like to receive my three estate planning guides, which include information about the importance.
With few exceptions, everyone has an estate — even the young child with a custodial account in his name and the granddaughter who received a lovely piece of jewelry for her 16th birthday. Bottom line: If you own something of value that you would pass on to someone else upon your death, you have an estate. Whether you know it or not, you also have an estate plan. Broadly speaking, an estate plan encompasses the accumulation, conservation.