800 South First Street,
Now is the ideal time to make plans for your financial assets. Estate planning can help you protect and provide for your family even after a serious injury or the end of life.
Managing your estate means deciding ahead of time how you want your assets to be used:
Setting up contingencies related to taxes, life insurance and debts
Arranging trusts and charitable donations
Preparing an advance care directive
Deciding how to distribute assets after the end of life
At every step, we’re available to answer your questions. Our team shows you the different options available, points out the pros and cons and offers trustworthy recommendations.
Without proper estate preparations, assets can get tied up in courts for years. Expert financial planning is the solution:
Reducing stress, legal headaches and financial burdens of surviving family members
Ensuring the right assets go to your beneficiaries
Caring physically and financially for children
Significantly reducing taxes owed
At Discovery Partners Investment Center, we deftly manage the complexities of estate planning while making the process easier for you and your family. Let our respectful, experienced financial advisors help you make important decisions. Contact us right away for more information.