As a third generation firm, we understand the importance of leaving a legacy from one generation to the next. CWA will help you articulate your estate planning goals to make sure your financial success is shared with your family, friends, and charitable organizations. As your trusted financial advocate, we will work closely and in conjunction with your estate planning attorney and tax professional to design an estate plan that incorporates your personal values, life’s wishes, and family’s future.
Do you have the proper estate planning elements in place?
- Durable Power of Attorney
- Medical Directives
- Beneficiary Designations
- Revocable and Irrevocable Trusts