Broker Check

Estate Planning Strategies

Examine your Estate Planning with Anthony and Alexander Petsis

Our credentialed advisors consider many important parts of estate planning in retirement. Oftentimes, clients are unsure of exactly what happens when they cannot make decisions or pass away. We work closely with your estate planning attorney to coordinate the passing and control of your assets according to your wishes.

If you don't have an estate planning attorney, we have relationships with several reliable attorneys who would be able to assist you.

We have our Proven Petsis Process to help you plan:

Our Petsis Process will help you in the following Estate Planning areas:

Controlling your Estate Plan

Minimizing Taxation

Gifting and Charitable Strategies

Coordinating Beneficiary Designations

Our Engaging Client Portal Integrates all Aspects of your Financial Life, including Estate Planning:

Have Questions about Estate Planning Strategies?

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