WEALTH TRANSITION & ESTATE PLANNING

Working toward a common goal; to care for your financial affairs.

Cooperation & Security

Do you need someone to act for you today, as either a power of attorney (“POA”) for property, or an agent for your selected POA?  Would you want someone to pay your bills, manage your investments, or arrange other services you require, so that you can free up valuable time to spend it on the people and things that interest you most. One point of contact.  Real peace of mind…because people matter.

We can arrange for an experienced executor for you in the future, or be an agent to your selected executor for your estate.  We can provide a seamless transfer of your estate to the next generation at different points in time, ensuring good communication with all family members and any needed professionals along the way. One point of contact. Real peace of mind …because people matter.

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