In today's world, the need for estate planning is increasing. In working with an advisor who has access to a variety of estate planning and trust services, the planning is effortless.
Whether an estate is of large or modest value, a professional plan should be part of a client's total financial strategy. There are a number of different items to review when putting together a holistic plan:
Will and Power of Attorney
Pension and Insurance
Working with an advisor they develop an estate plan to reach client's goals and objectives.