Is it time for you to focus on planning how your hard-earned wealth can best be managed for your enjoyment and to provide for future generations?
If so, we can help guide you and ensure your estate plan accomplishes your goals. If you need help planning your estate, we are ready to assist.
Plan your estate now, and let us help you reduce or even avoid death taxes. With careful planning, you can protect your family from the nightmare of a complex, burdensome governmental process by preparing a comprehensive and effective estate plan.
As fee-based fiduciary advisors, we put your interests first and will work alongside you with the utmost respect and integrity. We will draw on more than thirty years’ experience helping hundreds of individuals and families create sound estate plans.
Our clients often tell us they want to live with financial dignity. They want to know they have planned and managed their finances so they can live out their lives doing what they want to do, when they want, with less worry and stress. As well as enhancing their own quality of life, they plan to share resources with others. Let us help you achieve your financial goals.
At Herrmann & Cooke, we will work with our network of professionals to assemble a team of qualified individuals with the expertise your plan may require—estate planning attorneys, real estate attorneys, accountants, or other professionals—as part of your wealth management team.
We deliver time-tested solutions that enable you to achieve your estate planning goals. We look forward to meeting with you and having the opportunity to earn your trust and confidence.