Services

Estate Planning

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

Happy Holidays From Us!

2020 has certainly been a challenging year. But at Financial Architects, our group grew closer even while socially distanced. We continue to work together to bring our clients the best…

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Events

Please Join Team Jamo!

We’ve formed a Light The Night fundraising team and we hope you’ll join us. Even if you can’t participate in the walk (and it may end up being virtual anyhow)…

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