Make sure your estate plan matches your intentions.

“Estate planning is one of the most neglected areas of wealth management. We find clients often check the box but fail to update their plan. We review estate plans with an eye towards confirming the plan reflects your current wishes and the right people are named to step in once you are no longer able. Where appropriate, we encourage clients to make gifts so they may experience the satisfaction of seeing family benefit from their success.”

-Timothy Reaume
Senior Financial Advisor
JD, LLM, CLU, ChFC

The right financial advisor turns estate planning into legacy planning.

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Effective estate planning is particularly important as your wealth increases. Our financial advisors can help you revisit your estate plan periodically as you add different types of assets and investments to your portfolio.

Blue Chip Partners will be there when your estate plan should be reevaluated, whether due to changing state and federal estate tax laws or the evolution of your own goals.

Let’s schedule your financial consultation.