How Your Estate Can Avoid High Legal Bills
Probate can delay the distribution of your assets to loved ones, and burden your survivors with unnecessary expense and inconvenience. Learn more about how your loved ones can avoid high legal bills at the time of your passing.
Avoiding The Lawyer Tax
Learn more about how your loved ones can avoid high legal bills at the time of your passing.
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Mitigating the “Lawyer Tax” starts with a plan.
We handle all aspects of account consolidation, coordinated asset titling, and retirement account beneficiary designations; the cornerstones to avoiding extended stays in probate court. We can also supply your lawyer with additional information they otherwise would bill you for, at no additional charge to your family. Protecting your assets after death doesn’t end with a will. Let us be your way forward to ensuring that you are able to leave your family with as much as possible.
How We Do It
Getting your financial life in order should not be an ordeal.
1. Return on Life
2. Fee-Only Approach
3. Portfolio Evaluation
4. Experience
All your investments in one place
How would you like to have the ability to view all of your investment accounts, regardless of where they are, in one place? We have designed a custom portal which can be viewed on your smartphone, tablet, or desktop.
Planning. For Life.
6400 Sheridan Drive, Suite 224
Williamsville, NY 14221
Serving Clients In And Around Buffalo, New York And Remotely In:
U.S. – Arizona, California, Washington DC, Delaware, Florida, Hawaii, Illinois, Massachusetts, Maryland, Maine, Minnesota, North Carolina, New York, Ohio, Oklahoma, Pennsylvania, South Carolina, and Washington.
Canada – Ontario