Estate Planning

Most of us do not sit around and think about "OUR ESTATE". We actually resist the word "ESTATE" and often associate that term with a rich family in France.

Just because we do not like the term, does not absolve us from talking about the future. It's only a matter of time before Retirement Planning becomes Estate Planning. Today's top financial professionals are focused on both and recognize how they go hand in hand.

At Partridge Financial we coordinate your Estate Planning with your overall Comprehensive Financial Plan. We will help you with estate planning concepts and start the conversation about YOUR plan. Eventually, we refer you to a lawyer, who can put formal documents into place.

Implementing Estate Planning becomes a fundamental part of your strategy and eventually your legacy.