ESTATE PLANNING

We can work with your estate planning firm or provide you a list of other professionals our clients have used before to help understand and prepare for your legal or estate planning needs*. This engagement is generally a two-meeting affair that we host at our office (client, attorney and financial professional). Some services where we can work with your attorney are:

Last Will and Testaments
Health Power of Attorney
Financial Power of Attorney
Revocable Trusts

Irrevocable Trusts
Special Needs Trusts
Charitable Giving
Inheritance Equalization

*Providers are not affiliated with or endorsed by any company of Principal Financial Group®. The member companies of Principal Financial Group® are not rendering legal, accounting, or tax advice.

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ESTATE PLANNING