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Financial Planning Assistance

Our law firm’s philosophy has always been to help families preserve their wealth and achieve their long-term financial goals. The coordination of the estate plan and financial plan is vital.

We offer estate and financial plan reviews. During these reviews we will:

  • Discuss your family situation to ensure that the terms of your estate plan still reflect your wishes and family situation

  • Review the beneficiary designations of your IRAs and retirement plans to be sure you are taking advantage of the recent law changes

  • Review your assets to be sure they are properly titled in your living trust

  • Analyze the impact of any new tax law changes to see if your estate planning documents need to be updated

  • The attorneys at Duffy Law Office are also fiduciaries in a separate investment and retirement planning firm: Abundance Financial Coaching LLC  We put the client's best interest first at all times.  All of our coaches are also practicing estate planning attorneys.  Part of implementing any estate plan includes helping to navigate to and through retirement and your legacy using evidence that leads to a more successful result and peace of mind.

 

In addition, we will answer any questions you may have regarding recent law changes and your estate planning goals.  This will be an ideal opportunity to coordinate your financial planning goals with your estate plan. Please give our office a call for more information.

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