Hopefully not many at all. But as a planning firm that started in 1987, Scott has had to handle plenty.

Clients often underestimate the work involved in settling the affairs of another person.

A well thought out estate plan will address not only the legal documents needed for most people but also assets distribution consequences.

This firm does not write legal documents or practice law but we do help coordinate an estate team approach. Wills, Power of Attorneys, Health Care Surrogates, Living Wills and Living Trusts become legal cornerstones to an estate plan.

How assets are titled, how beneficiaries are listed, inheritance dos and don’ts and understanding a client’s legacy intentions are what Scott wants to understand to help design your plan. 

Boxey Financial Services, LLC  handles on average six deaths a year. Scott’s staff are very professional in assisting with this process during a usually difficult time in a client’s life.