What happens to my money if something happens to me?

Managing your finances comes with a lot of questions — and that’s a good thing. We’ve gathered some of the most common questions clients ask us, along with clear answers, to help you feel more confident about your financial decisions and what it’s like to work with an advisor.

What happens to my money if something happens to me?

Estate planning is part of financial planning. We make sure beneficiaries are updated, accounts are titled properly, and wills/trusts are in place. The goal is to ensure your assets are passed smoothly, with as little cost, delay, and tax as possible.