Sweet-Financial-Dream-Architect-Retirement-PLanning
ESTATE PLANNING

Preserve and allocate your assets.

Estate planning can help you determine where your assets should go after your death. It empowers you with more control, guides your asset allocations to your desires, and help ensure you leave more of your legacy to your family and loved ones. Let us help you protect and transfer your wills and trusts safely.

 Estate Planning vs. Living Will

An estate plan may include a power of attorney and a health care power of attorney. A living will determines how your assets will be distributed upon death when those assets don’t have designated beneficiaries. Knowing these differences is important, as many investments have beneficiary designations. We’ll help you choose what’s right for you and your loved ones.

Let's talk.

Get in touch with a financial planner and learn more.

Explore our blog.

See what else we’re saying about estate planning.