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Estate Planning Services

Financial advice is just that: advice. At the end of the day, it boils down to a conversation between you and a financial advisor. What you decide to do with your hard-earned money is your decision. That’s why it’s so important to have an estate plan. Make sure your assets are handled based on YOUR wishes and not left up to the courts.

Effective estate management allows you to manage your affairs during your lifetime and control the distribution of your wealth after your death.

Client Centered

Our Team Helps You Answer These Estate Planning Strategy Questions:

  1. Do you have a will? 
  2. Do you have healthcare documents in place? 
  3. Do you have financial documents in place? 
  4. Have you filed beneficiary forms? 
  5. Do you have the right amount and type of life insurance
  6. Have you taken steps to manage your federal estate tax? 
  7. Have you taken steps to protect your business? 
  8. Have you created a letter of instruction? 
  9. Will your heirs be able to locate your critical documents? 
Estate Planning Advisor

Estate Planning Advisor

Estate planning is for those who want to leave a legacy. With the help of a financial advisor, you can transfer your wealth to the next generation, whether that means family, friends, charity, or anything else you think is important.

Don’t know what you need?
That’s what a financial advisor is for.

Office: (330) 707-4135 | 4407 Belmont Ave, Youngstown, OH 44505 |