Estate Planning

When it comes to making sure your family’s future financial needs are met, there are few things that are more important than setting up your estate. You’ll want to make sure that your wishes are followed in regards to your family and your own personal finances after you’re gone. To accomplish this, you will need to make tough decisions about investments, trusts, and other important matters. CORDA Management helps clients make these decisions in a well thought out manner.

Nobody likes talking about death. However, nobody wants to leave their family struggling financially after they are gone. It’s easier to discuss your estate wishes now, before they are necessary.

If you don’t set up your estate plan in advance, the odds are good that your wishes won’t be honored. Meeting with a professional financial advisor is an important step you can take to make sure everything is handled the way you want it to. You can be confident that heirs will receive what you want them to have.

CORDA Management offers a broad range of estate planning services to meet your needs. If what you need falls outside of what a financial advisor can do, such as legal forms, we can recommend just the person you’ll need to finish setting up your estate. We frequently help our clients with:

  • Will Advice
  • Trust Funds
  • Inherited IRAs
  • Life Insurance Planning

In some cases, setting up your estate means that your family can avoid the probate process. Depending on your assets, your family may still need to go to probate court. However, that process will be easier if you have already planned for your estate.

CORDA Management’s team of experienced financial advisors has knowledge and skill in setting up estates. No matter how large or small your estate is, we can help you craft a plan to help you leave a positive legacy behind. Our financial advisors have more than 100 years of combined experience and are ready to evaluate your current financial situation and give proper estate planning advice.

As a fee-based wealth management firm, we do not get commissions on the financial products we sell or recommend. It is our fiduciary responsibility to only recommend what is in your best interest. It is not a commitment we take lightly.

If you are ready to start investing with a firm you can trust, call CORDA today at 855.439.0665 to schedule your initial consultation.


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