Services: Estate Planning

Many think that having an estate plan in place is only for the extremely wealthy, but that is one of the many misconceptions surrounding estate planning. Having an estate plan in place is wise for everyone, and makes it easier for those surviving you to navigate through a difficult time. We’ll help plan for life’s “what-if” situations so that you can feel confident that your finances and assets are handled in line with your arrangements.

We work with you to clearly define your estate planning goals and help protect, pass on and distribute your assets according to your wishes. Our Fox Valley financial advisors have strong relationships with several local attorneys to help make sure that your estate planning aligns with your financial goals, with the ability to provide for your family when you’re no longer able to do so yourself.