estate-planning cohen

Estate Planning

There is never an easy time to start thinking about estate planning. Without a plan in place, your state laws dictate how your assets will be divided, leaving your family to wait while the government sorts out your affairs.

An estate plan is the most powerful way to ensure that your estate transfers to whom you want-- the way you want-- when you want-- with the least hardship to your heirs. You can always adjust your plan if needed, but without one in place, the well-being of your family and your estate may be uncertain.

At Bedrock Wealth Strategies, we work closely with you to create or revise an estate plan that can protect your beneficiaries and assets, reflects your values, clearly communicates your wishes and any potential concerns.

Have a trusted attorney you are already work with? We can work alongside your attorney to ensure your financial plans are in line with your legal plans.