ESTATE PLANNING

We can work with your estate planning firm or provide you a list of other professionals our clients have used before to help understand and prepare for your legal or estate planning needs*. This engagement is generally a two-meeting affair that we host at our office (client, attorney and financial professional). Some services where we can work with your attorney are:

 
  • Last Will and Testaments
  • Health Power of Attorney
  • Financial Power of Attorney
  • Revocable Trusts
  • Irrevocable Trusts
  • Special Needs Trusts
  • Charitable Giving
  • Inheritance Equalization

 

*Providers are not affiliated with or endorsed by any company of Principal Financial Group®. The member companies of Principal Financial Group® are not rendering legal, accounting, or tax advice.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck