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.
Our Petsis Process will help you in the following Estate Planning areas:
Controlling your Estate Plan
Gifting and Charitable Strategies
Coordinating Beneficiary Designations