Estate Planning

Protecting Assets Matters

Protect the ones you care about the most.

We will work with your existing tax and legal professionals or can recommend someone to you to ensure that you have a comprehensive estate plan in place. A comprehensive estate plan should include:

• Wills
• Powers of Attorney
• Living Wills or Medical Powers of Attorney
• Trusts (in some cases)

We will help you establish a comprehensive estate plan, with the goal of providing the maximum benefit and protecting those you care about most.

Contact us today if your needs include estate planning.

“No one wants to be a burden to their loved ones at death. By having an estate plan in place, you maintain control over key decisions at death and make it much easier on those you leave behind.”

Josh W. Strittmatter,
Chief Executive Officer and Chief Investment Officer

Interested in Estate Planning?

Please let us know! We will have a team member reach out to you within 24 business hours to assist you.

At Strittmatter, YOU matter.

What Our Clients Say