Estate Planning

There is more to estate planning than drawing up will and trust documents with an attorney. This is where HH Financial Planning Group can add significant value in helping clients articulate their legacies, coordinate estate planning goals with other advisors including CPAs and attorneys and develop a viable plan for reaching their goals.

Have you asked yourself the following questions?

Who should inherit your assets, and in what proportions?
Who should care for your minor children?
How much is needed for your children’s care and education?
Who should manage your financial affairs if you become incapacitated?
Who should be responsible for distributing your assets?

Contact us for more information

HH Financial Planning

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. HH Financial Planning Group and Cambridge are not affiliated. Cambridge does not offer tax or legal advice. Fixed insurance services offered through HH Financial Planning Group.

This communication is strictly intended for individuals residing in the states of WI, AZ, CA, CO, FL, IL, IN, IA, MI, MN, OH, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

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HH Financial Planning