Estate Planning

Estate and Wealth Management | Beacon Financial Planning

Estate planning is your opportunity to confirm your financial household is in order in the event you become incapacitated, ill or pass away.  Estate Planning also allows you to effectively communicate your medical and health desires in the event you are unable to communicate them at a future date.

If you wish to leave behind a meaningful legacy, be it for loved ones or a charitable institution, you need to put a well-thought-out estate plan in place. Without an established plan, the fate of your estate could be determined by the government, lawyers, or people that don’t have your interests and best wishes in mind.

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can help review your situation, so your estate benefits the people and charities you care about most.