Trust/ Estate Planning

A good financial plan incorporates sound estate planning, and is coordinated with the planning you and/or you and your Estate Planning attorney have done. Although Strategic Retirement Partners does not practice law or provide legal advice, we can help you assess your situation and access resources.  If you have estate planning questions related to financial planning and investing, or would like a sampling of our educational and informative resources, reach out to us below and we can make sure you get the help you need. 

We have forged professional relationships and can refer you to subject matter experts if you need additional support or professional services.

  • How can I ensure that my children receive as much as possible from my estate?
  • What do I need to know about wills, trusts, and probate?
  • How often should I update my Will, healthcare proxies, beneficiary designations, etc.?
  • How does gifting affect my overall financial plan?
  • What is a "donor advised fund"? Is it a good idea for me?

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