Estate Planning

The term Estate Planning is often a challenging one because it carries many incorrect connotations. Some think that it only applies to the wealthy and dealing with estate taxes while others see it only as the process of transferring of assets at death. Both of these ideas are partially true but nearly comprehensive.

The reality is that estate planning is a critical, but sometimes overlooked, part of any sound financial plan. At SFP we are here to help you navigate the complexities of the estate planning arena. Our process oriented approach walks you through the various components that may need to be addressed including:

· Wills & Trusts

· Power of Attorney

· Living Will

· Beneficiary Designations

· Charitable Intentions

· Special Family Needs

It is never too early or too late to sit down and take the time to plan. We can help you, and your family, have confidence about the future, knowing that your legacy will be carried on in a manner that best fits your unique situation.