Estate Planning is vital to your long-term financial plan; however, approximately only 1/3 of all Americans have an end-of-life plan. Though we are not legal professionals, we can help you begin planning and considering your estate plan.
With several Certified Financial Planners® (CFPs®), we understand the intricacies and challenges accompanying Wills, Trusts, Powers of Attorney, Guardianship Agreements, etc.
Our team also understands more complex estate planning solutions for unique situations, high-net-worth, and charitably inclined investors, including:
- A-B Trusts (Bypass Trusts)
- Living Trusts
- Special Needs Trusts
- Irrevocable Life Insurance Trusts (ILITs)
- Charitable Remainder Annuity Trusts (CRATs)
- Charitable Remainder Unitrusts (CRUTs)
- Donar-Advised Funds (DAFs)
Once you feel comfortable that you're at a place to start drafting your estate documents, our advisors will happily collaborate with your trusted estate professionals or introduce you to several of our trusted legal professionals.
For additional questions or to speak with an advisor about your estate planning needs, call our office at (303) 261-8015 or schedule a free consultation on our website.
Disclosure: This information is not intended to be a substitute for individualized legal advice. Please consult your legal advisor regarding your specific situation.
