Estate Planning

You don’t have to be wealthy to think about estate planning.  We frequently meet with clients who believe they are too young, not wealthy enough, or they just don’t want to think about what happens when they pass away.  We work hard to dispel these myths to our clients and show them why estate planning is so important.

At Goodwin Financial, we will look at your whole financial picture and discuss how various investments, annuities, social security, and life insurance policies, can work together to give your loved ones some peace and financial security when they need it most. We partner with a third-party professional to craft an estate plan allows you to control your assets and their distribution.  By pursuing tax-aware investment strategies, we minimize your heir’s tax liability.  And, by avoiding probate, your family can save thousands of dollars in legal and court fees. 

With a comprehensive estate plan, your family and heirs will be spared the financial chaos and stress that frequently follows when a person becomes incapacitated or passes away unexpectedly.  Meet with one of our advisors to learn more about how you can give this gift to your loved ones.