Estate Planning and Insurance
Estate Planning
- Will and trust creation.
- Power of attorney and healthcare directives.
- Estate tax planning.
- Beneficiary designations.
- Legacy planning.
Risk Management and Insurance
- Life insurance analysis and planning.
- Disability insurance analysis.
- Long-term care insurance analysis.
- Property and casualty insurance review.
Real Estate Planning
- Real estate investment analysis.
- Mortgage planning.
- Homeownership strategies.
Client Communication and Education
- Regular newsletters.
- Seminars and webinars.
- Updates on market conditions and financial planning topics.
Trusts
Business Succession Planning
