Services

Estate Planning

Estate Planning

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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

2024 Annual Workshop

Chris Cousins Patrick Marody Guest Speaker Chris Meso Stacy Grzelak, Colleen Bouton & Jan Winters ...

Congratulations Matt Dery!

FAI's Director of Marketing and Business Development, Matt Dery, was recently honored by the Troy ...

Our address is changing, but our commitment to clients is not

Dear Clients and Strategic Partners, We are thrilled to share some exciting news! After 20 incredible ...

Matt Makes His Mark at Troy Chamber of Commerce

Public speaking has never been an issue for our Director of Marketing and Business Development! Matt ...