Services

Estate Planning

Estate Planning

estate-planning-1

Either through your own counsel or attorneys we partner with and refer, we will team up with experienced legal counsel to coordinate your overall estate plan.

We understand that you are not only planning for your future, but for the futures of your families and businesses. Taking the necessary steps now not only preserves the wealth you have accumulated over the years, but also reduces the amount of unnecessary confusion, pain and time that would be required in dealing with these issues after you pass away.

This website provides general information that should not be construed as specific legal or tax advice, nor the law of any particular state. Please seek the advice of a qualified legal or tax professional for your specific situation.

Estate Planning services provided in conjunction with your licensed legal advisor.

News & Insights

News & Insights

Very Important Social Security Changes

We want to inform our valued Financial Architects clients about important updates from the Social ...

Success Builder Lunch & Learn A Success

FAI's Bryan Azzo, along with Danette Bell and Matt Dery, recently hosted a Lunch and ...

Exciting Move to Our New Office Space

We are thrilled to announce that Financial Architects has successfully moved into our new office ...

AI Webinar a Success

On Thursday May 30th, FAI President Chris Cousins, along with Jeff Zupancic from Mosaic Business ...