Estate Planning

An estate plan should be properly created to clearly express your intent. To provide for yourself & your loved ones during your lifetime and upon  incapacity or death and maintain dignity and comfort for yourself and your family.

As your wealth manager, we coordinate with your attorney to implement your estate plan and with our planning process incorporate periodical reviews to ensure all accounts are aligned with your wishes.

Advisory Services offered through KMS Financial Services, Inc. an SEC registered investment adviser.