“Never look back unless you are planning to go that way.”
Estate planning is an important and everlasting gift that you can give your family. Setting up a plan helps ease the burden associated with settling a loved one’s estate.
The last thing surviving family members want to think about is dealing with probate, account transfers, wills and trusts. Setting up an estate plan can ease the stress on loved ones in what is certainly an emotional time. The Sullivan Group can help in coordinating the financial/investment aspects of your estate plan and can provide references to specialized estate planning attorneys and accountants if needed.