Our law firm’s philosophy has always been to help families preserve their wealth and achieve their long-term financial goals. The coordination of the estate plan and financial plan is vital.
We offer FREE estate and financial plan reviews. During these complimentary reviews we will:
- Discuss your family situation to ensure that the terms of your estate plan still reflect your wishes and family situation
- Review the beneficiary designations of your IRAs and retirement plans to be sure you are taking advantage of the recent law changes
- Review your assets to be sure they are properly titled in your living trust
- Analyze the impact of any new tax law changes to see if your estate planning documents need to be updated
In addition, we will answer any questions you may have regarding recent law changes and your estate planning goals. This will be an ideal opportunity to coordinate your financial planning goals with your estate plan.
Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Investment ServicesSM. Michele Tutoli insurance License # 0D57837. We currently have individuals licensed to offer securities in the states of Arizona, California, Colorado, Hawaii, Idaho, Illinois, Missouri, New Jersey, North Carolina, Nevada, New York, Oregon, and Utah. This is not an offer to sell securities in any other state or jurisdiction.
Securities offered through Avantax Investment Services SM, Member FINRA, SIPC. Investment Advisory Services offered through Avantax Advisory Services SM. Placing business through Avantax Insurance Services SM. CA# 0D57837