Estate planning addresses areas of your financial life that relate to your situation.
- Retirement planning
- Government benefits
- Employee benefits
- Retirement plan distributions
- Estates, wills & trusts
- Cash flow needs
- Taxes
- Insurance & annuities
- Inflation
- Alternative housing
- Long-term care planning
- Special family concerns
- Special needs situations
Arlene provides a broad range of personalized financial experiences to help you sort through the many issues that affect your estate plans.
The approach Arlene uses looks at what you want, what you have, and what you might do. Whether you are looking at short-term or long-term issues, her thrust is to help you understand the alternatives available so you can make informed decisions.
In select situations, Arlene is available to serve as a Professional Fiduciary:
- Personal Representative for an estate
- Trustee
- Successor Trustee
- Attorney-In-Fact under a Durable Power of Attorney.
Most importantly, Arlene works with you and all of your advisors – attorney, accountant, banker, broker or other investment advisor – to be sure everyone is working together as a team for YOUR benefit.
