We understand that living comfortably in retirement isn’t just about having enough money to support your current lifestyle.

It’s also about having the peace of mind of knowing your loved ones will be provided for in unexpected situations.

That is why we encourage clients to incorporate estate planning into their overall financial plan. We facilitate interactions with qualified estate planning attorneys to help our clients implement the necessary documents, including:

  • Last will and testament
  • Living will
  • Advance medical directive
  • Medical power of attorney
  • Financial power of attorney
  • Irrevocable life insurance trust
  • Revocable living trust