Put simply, estate planning allows you to safeguard your accumulated wealth and assets for the causes and people you care about. These protections often come into effect in the event of death, but can also apply to circumstances during life, such as gift planning, guardianship, significant life events, and more.
At Avidian, our estate planning financial advisors work with your attorney to ensure documents are in order and up-to-date and that their current estate plan aligns with their larger financial plans and goals. We coordinate closely with your estate planning attorney and other members of your financial team so that you can finally focus on enjoying your wealth instead of managing it. That’s the Avidian Difference.
Learn more about estate planning at Avidian, and contact us to start building your comprehensive financial plan today.