While many people associate financial advisors with managing investments, our expertise extends to crucial life issues like estate planning. As your trusted advisor, we play a valuable role in ensuring your wishes are respected and your loved ones are secure after your passing. We’ll analyze your income, assets, debts, and investments to provide a complete picture of your estate.

At Steward we can connect financial planning with the legal execution outlined in your estate plan. While we cannot offer legal advice, we can work collaboratively with your estate planning attorney to ensure seamless implementation.

Ultimately, working with us when it comes to estate planning brings peace of mind to our clients. We can help you make informed decisions that align with your values and priorities and help minimize the burden on your loved ones during a difficult time, ensuring your legacy lives on as you intended. By combining our financial knowledge with your personal wishes, we can create a comprehensive financial plan that protects your assets, minimizes complications, and provides for your loved ones in the best way possible.