Estate Planning

Protect Your Assets.

A comprehensive plan will safeguard your real and personal property.

Estate planning is a complex field that involves many areas including wills, trusts, insurance, accounting and business continuation. Proper estate planning is the creation, conservation, and distribution of wealth. It allows for a passing of lifetime accumulations to those that you love and reduces the financial burden on those who are left behind.

Compass Benefit Planning, LLC. will facilitate the estate planning process by completing and coordinating an assessment of your estate and objectives. Our professionals will guide you in designing a program to meet your specific needs.

Cetera Advisors Network and its representatives do not provide tax or legal advice in their capacity as registered representatives.  Please consult your tax advisor or attorney for such guidance.