Estate Planning

Coordination with Estate Planning Attorneys: Collaborating with estate planning attorneys to ensure your financial plan aligns with your estate planning documents (e.g., wills, trusts, power of attorney, healthcare directives).

Beneficiary Designations Review: Regularly reviewing beneficiary designations on your accounts to ensure they reflect your current wishes.

Strategies for Wealth Transfer: Discussing strategies for passing wealth to your heirs in a tax-efficient manner.