It’s common to put estate planning off. It’s unpleasant. It’s complicated. It’s hard to know what questions to ask and where to start. We not only know the right questions; we know where to find the right answers. We work with excellent estate planning attorneys who can help you work through the decision-making process to create documents that ensure your healthcare wishes are carried out and designate someone to manage your financial affairs if you can’t, and a plan to preserve your legacy and provide for your loved ones.
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Our Advisors specializing in Estate Planning:
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Robert Cepeda | ![]() |
Nick Tuck | ![]() |
Bob Howerter |
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Ken Flood | ![]() |
Sandeep Patel | ![]() |
Roger Pikul Jr.
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Tony Natrella | ![]() |
Senta Curran | ![]() |
Bill Niederauer |