You'll appreciate the difference

We help you crystalize your wishes and then assist in determining how to best ensure those desires are followed. Not only do we speak “estate planning” and “estate taxes” – we can help interpret these concepts for you.

The architect reviews every angle, considers are just the right materials, to design just the precise structure to meet your needs, at Sandy Patrick, CFP®, we strive to help you construct your estate plan, often working with your estate attorney and accountant. Just like the architect’s blueprints, your estate plan should be designed and implemented to stand the test of time.

We will consider wills, power of attorney, medical advance directives, living wills, beneficiary designations and methods, trusts, how to best title your assets, insurance needs, gifting, and potential estate taxes.