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Schwab Alliance

Resources
12 Common Mistakes
Defining Objectives
Cutting the Confusion
Choosing an Advisor
Why a CFA?
Manage. Relationship
Evaluate Performance

Estate Planning

With effective, practical estate planning, we help families pass their wealth to future generations and insure that their long-term wishes are carried out. We have many years of experience in working with trust and estate planning documents of all kinds, and in helping clients through the difficult time when a spouse or loved one passes on.

Early in the process with a new client we explore areas that may need attention, such as:

• Trust documents (making sure up to date and reflect the client’s wishes);
• Investment accounts, homes, and other assets, are titled properly;
• Beneficiaries on retirement accounts and insurance policies are set up correctly;
• Charitable Giving Planning.