The Intersection of Financial Planning & Estate Planning
An estate planning attorney will create an estate plan for you that includes all of your assets. However, if you never update your estate plan as you acquire new property or open new accounts, it can cause problems down the line.
As your financial advisor, we have access to your entire financial portfolio and can work with your estate attorney to create an estate plan that is comprehensive.
Legacy & Trust Services
At Point 32, we are committed to providing tailored estate planning options to meet our clients' needs and circumstances so that they can be confident their financial legacy is taken care of.
We will guide you through estate and tax laws and work with your estate attorneys and CPAs to help you leave a legacy with minimal administrative burden.
Download Your Free Estate Planning Guide Now
Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.