Estate Planning and Trust Services
Estate planning is a critical part of every person’s financial plan that can help assure your financial and medical wishes are looked out for in the event you are incapacitated. Proper planning can also assure that your wishes are carried out and your legacy isn’t wasted after you pass away.
While most people have a need for some degree of estate planning, we often meet clients who either spent a lot of money on needlessly complex estate plans or who were sold very low cost estate plans that really were the loss-leader to create an opportunity for an insurance or annuity sale whose commissions offset the unrealistically low estate planning fee.
We Don't Use Estate Planning as a Sales Gimmick
At Cygnet, our fiduciary duty requires that we make sure you get the level of estate planning you need. We have professional relationships with numerous attorneys, CPAs, and trust banks to whom we can refer you for estate planning services and know it will be:
- done right
- for a fair price
- without a secondary agenda