Comprehensive Services
Estate planning is an important piece of the financial planning process. Navigating various laws and paperwork can be overwhelming, making a knowledgeable partner so valuable. Laura K. Schilling works with clients of all income levels and offers a process that addresses key goals surrounding estate planning and wills. Estate Innovations comprehensive services include:
- Last Wills and Testament
- Revocable/Living Trusts
- Irrevocable Trusts
- Advance Directives for Health Care
- Financial Powers of Attorney
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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