• We help business owners, households, retirees and students reach their financial goals through expert investment and insurance planning.

  • We help business owners, households, retirees and students reach their financial goals through expert investment and insurance planning.

  • We help business owners, households, retirees and students reach their financial goals through expert investment and insurance planning.

Estate Planning

Estate Planning

Estate planning is as important to most financial plans as tax planning.  Understandably, most people want to ensure the orderly transfer of their estate to their beneficiaries, and they want their beneficiaries to receive as much (and the government to receive as little) of the estate as possible.  Wiegers Financial & Benefits’ advisors are knowledgeable about the tax laws governing the transfer of investment and other assets at death, and can recommend the most effective way to structure your current holdings.  We will also, if appropriate, advise you on the subject of living wills and powers of attorney, and, at your request, refer you to a lawyer for more detailed estate planning.

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