Everyone wants to ensure the financial security of their family after they are gone. No matter how large or small your assets are, deciding when and how distribution should occur, and to whom, can be a complex process. At Cedar Brook, we are here to guide you through your options and give you the confidence and peace of mind that everything will be handled according to your wishes.
We have readily available attorneys at your disposal to facilitate this process. If you prefer, we can work with your existing estate attorney. As life progresses and your financial plan changes, we will review your estate plan to make certain that it is up to date and reflects your current goals.