Estate Planning

Estate Planning

Estate planning is more than just creating wills and trusts. We have seen proper estate plans bring families closer together and foundations closer to their goals. Unfortunately, the opposite is also true. Improper estate plans can cause family rifts and trigger unnecessary taxes that greatly reduce an estate’s value. We believe in taking the time to understand your priorities so we can help you map out the desired outcome for your estate. After you’ve established your preferred asset distribution, we can accompany you to your estate planning meeting so you can be more confident that your best interests are being looked after during the drafting of these important documents.

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Our Philosophy

At Twin Rivers, we believe the main duty of a financial advisor is to help people. No matter what your current financial situation is, we will gladly provide you with a custom cash flow analysis. We are confident that our expert analysis will motivate you to make positive changes to your financial situation, and you’ll see how a professional relationship with our team can benefit your life.

Twin Rivers Wealth Management

Whether you are considering a major financial change or planning your future, our team has the experience and tools to formulate a personalized financial plan that works for you. We appreciate you taking the time to view our website and hope to hear from you soon.

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Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Advisory services offered through Twin Rivers Wealth Management, a Registered Investment Advisor.