"Define your plan and translate it into action. Success in your endeavor is bound to come."
– Anil Sinha

What is 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 not nearly comprehensive.

Preserving your Legacy

The reality is that estate planning is one of the most critical, but often overlooked part of any sound financial strategy. 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


Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such.  You should always consult your tax/legal advisor regarding your own specific tax/legal situation.