Estate Planning

Northwest Financial Advisors offers a wide range of financial services, including creating an estate plan to transfer your assets and property according to your wishes efficiently.  Legal documents such as wills and trusts are typical ways to create an estate plan. 

• A well-designed estate plan seeks to:
  provide a way to pay for federal estate taxes 
  provide income to loved ones
  provide for the disposition of a business
  distribute assets to family members 
  provide for a child or incapacitated adult with special, long-term needs
   
• To learn more about estate planning, please call the office.