Estate planning can be extremely complicated. At the end of the day, we understand you want to ensure your family’s well-being and continuity of financial success for the future. Starting the conversation early allows us to recommend the strategies to help maximize your wealth as you have intended, so you may have peace of mind and can focus on what matters most.
- Thoughtful transfer of wealth techniques to your following generations
- Estate planning in tandem with your professional team
- Philanthropic strategies to maximize your family’s contributions
The scope of any financial planning and consulting services to be provided depends upon the specific requests and needs of the client. Corbenic does not serve as an attorney, accountant, or insurance agent. Corbenic does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of Corbenic’s representatives, in their separate individual licensed capacities, can be engaged to be provide insurance sales/services as described on Corbenic’s written disclosure Brochure, per the terms and conditions of a separate engagement and fee.