Estate Planning

You work hard during your lifetime accumulating assets and have a basic right to decide where your wealth goes.  Upon death, you can leave your money to your family, your charities, or to the government.  Unfortunately, many use standard estate transfer documents and techniques and then erroneously believe that estates will automatically transfer intact to their heirs.

We will help you create an appropriate estate plan so that your wishes are documented and followed. We will coordinate with your attorney and CPA to design and implement your estate plan.

Estate planning is not a one-time event where documents are prepared, signed and then placed in a file and forgotten. Instead, we will continually work with you to make sure your estate planning goals are met as tax laws and family situations change and evolve.

Meet the team

Have you met our team?

We have a wealth of experience in the financial services industry.

Securities offered through NPB Financial Group, LLC.  Member Finra, MSRB, SIPC

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