ESTATE PLANNING
At Patten Financial Group, we understand the importance of managing your legacy and supporting your loved ones. Our comprehensive estate planning services are designed to help you manage your assets, minimize taxes, and honor your wishes.
Our Estate Planning Services Include:
Personalized Consultations: Receive tailored advice based on your unique estate planning needs and goals.
Will and Trust Creation: Develop wills and trusts to have your assets distributed according to your wishes.
Tax Planning: Implement strategies to prepare for estate taxes and help you achieve the full value of your estate.
Healthcare Directives: Establish healthcare directives to ensure your medical wishes are followed.
Power of Attorney: Designate trusted individuals to make financial and healthcare decisions on your behalf.
Ongoing Support: Access continuous support and updates to stay informed about changes in estate planning laws and best practices.
With our comprehensive estate planning services, you can confidently navigate your legacy and support your loved ones.. Contact us today to schedule a consultation and take the first step towards effective estate planning.