Estate Planning

Potential Estate Planning Gaps

Safe Landing Financial’s evaluates your complete financial picture to avoid potential estate planning gaps and arrange for assets to flow in the direction of your choice for when you pass away.

The best time to plan is now. If you have an outdated plan or no plan at all, your state may choose how to distribute your assets, and it may not be how you prefer to leave your legacy. It’s important to ensure your wishes are carried out while you can.

We identify your estate planning goals through a collaborative process. Then, we ensure you have the appropriate documents to avoid potential estate planning gaps and arrange for assets to flow in the direction of your choice for when you pass away.

We can work directly with your estate planning attorney to make your financial life run more smoothly. There are no hidden fees.