Estate Planners

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Estate Planner

Estate planners help individuals plan for the transmission of their assets and belongings upon their death. Seniors should start this process sooner rather than later, as those with memory impairments will not be able to properly put their material belongings in order. Seniors should get significant comfort knowing that, upon their passing, their belongings and assets will be distributed according to their wishes.

  • Silver Compass

    Silver Compass

    Guidance, Peace of Mind and Support when is mostly needed

    Hits 2963

    We can create customized personal financial strategies to help manage retirement income and expenses enabling clients to enhance financial security and peace of mind. Silver Compass can act as a trustworthy guide so you can find security and comfort in a new stage of life.
  • Executor Services

    Executor Services

    The Last Detail

    Hits 2489

    Empowering the people you select as your Powers of Attorney and Executor with the information they need to fulfill your preferences and wishes requires capturing and communicating information. Being proactive empowers these individuals to make appropriate decisions when the need arises. Being reactive leaves affairs to chance. The Last Detail provides a range of services to support these individuals as they perform their responsibilities.