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Estate Planning

For many of us, the rewards of financial success can extend across generations. At Acorn Financial Advisors, we know how important it is that asset transfers occur smoothly and with as little tax impact as possible.

Look Ahead With Confidence

Estate planning can be greatly reassuring for you and those who are most important to you. We provide support that enables you to plan as efficiently and effectively as possible. Our services include:

• Creating net-worth statements
• Reviewing existing estate plans
• Coordinating with your attorney
• Managing trust assets

A Coordinated Effort

We coordinate with your other professionals, including your accountant and attorney, to implement your estate planning strategy quickly and effectively. Our approach helps to place you in control and provide the confidence that your wishes will be carried out.