Estate Planning

For many, preparing for retirement also means planning to transfer assets to heirs. And as your assets grow – through retirement accounts, life insurance and home value, for example – the need for an appropriate estate plan also increases. Whether you require more sophisticated solutions such as trusts or charitable giving plans to help combat the effects of taxes, or simply want to ensure your legacy will be handled according to your wishes, having a plan for how your assets will be transferred is an important part of the planning process.

We can assist you in evaluating your current financial situation in light of the legacy you would like to leave your heirs and help ensure you are able to meet your current needs and future goals.

For more information about how we can serve your estate planning needs, please contact us today.

Tax planning and preparation is provided as a service of Whittaker Cooper Financial Group, not as a service of Raymond James Financial Services, Inc.

Securities offered through Raymond James Financial Services Inc., member FINRA/SIPC