Estate Planning
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.
Our practice 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.
Let us help define or refine your estate plan today!
Estate Planning / Legal Advice For a comprehensive review of your personal situation, always consult your legal advisor. Neither Cetera Advisor Networks LLC, nor any of its representatives may give legal advice.
We would love to speak with you.
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What is The Legacy of Love? Another completely unique planning tool Scott developed to simplify the second half of a client’s life is “The Legacy of Love”. We invite you to experience the seven steps to this planning tool.
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Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Advisory Services and Financial Planning offered through Vicus Capital Inc., a Federally Registered Investment Advisor.
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