Estate Planning Services

Having an estate plan is essential to ensuring that your assets will transfer according to your wishes. Many people often feel estate planning strategies are solely for minimizing or avoiding taxes, however a solid estate plan encompasses many other issues. For instance…Does your estate plan address the issue of incapacity and who will manage your financial affairs should you become incapacitated? Does your estate plan name a guardian for your minor children? Does your estate plan address the special needs of a family member?

These are just a few of the questions Heritage Wealth Advisors will assist you in addressing. Our professionals will provide a thoughtful assessment of your financial situation and your family's concerns and wishes. We will coordinate closely with you, your family members, and your attorney to design a personalized estate plan that meets all of your needs and objectives.