Estate Planning


Because the only constant in life is change itself, your estate plan should also be flexible. Regardless of size, it’s important to ensure that you have an estate plan in place that adapts alongside your ever-changing life experiences such as getting married, buying or selling a home, starting a family, sending children to college, and retirement. In the event that you become unable to act on your own accord, having a proper estate plan in place not only safeguards your assets and the future of your family, but also guarantees that your wishes are carried out.

At Independence Financial Advisors, our estate planning team is comprised of trusted financial professionals and local attorneys who will work alongside you and your family to evaluate all your estate planning options. With our wealth of experience, we’ll help guide you through the process to tailor an estate plan that changes as you do, so you can keep living.

To learn more about our estate planning capabilities, contact us to schedule a complimentary consultation with one of our knowledgeable advisors or attend one of our free estate planning seminars.