A recent poll revealed that “haven’t created a long-term estate plan” is one of the top five worries of affluent investors[1].

FinancialPlanning.com adds this worry: Even if you’re getting estate planning advice from your advisor, it may be ineffective or damaging because the advice is outdated or a bad fit[2].

Are you getting estate planning guidance from your advisor? And if so, is the advice helpful and effective given recent changes in the law?

Annex Wealth Management boasts an estate planning attorney on staff who has decades of experience in her field. She works hard to stay aware of the constantly-changing planning landscape, and can work concurrently with your financial plan to help you reach your goals.


[1] https://www.financialsamurai.com/biggest-financial-concerns-affluent-investors/

[2] https://www.financial-planning.com/news/how-advisors-can-use-trusts-in-estate-planning-for-clients