A thorough retirement plan is not complete without an estate plan. There is only one way to make sure that your hard-earned money, assets, and belongings are properly handled in the event that you pass away.
At Alpen Partners, we employ a hands-on approach taking our clients personal values and goals to heart and ensure they can retire with an estate plan that works best for them and their loved ones.
Are you unsure where estate planning begins? Here are just some of the estate planning steps Alpen Partners helps our clients to achieve.
• Make an inventory
• Property management
• Allocating assets
• Healthcare directive
• Living trust
• Creating a will
Don’t plan alone. Create an approach that works best for you and your family. We have years of experience as family wealth planners and financial advisors.
- Alpen Partners is a SEC-Registered Investment AdvisorSEC-Registered Investment Advisor Know that your wealth is in good hands. Your wealth is important. If you are serious about your life goals, financial planning and investments are probably [...]Read more