Financial Planning Assistance

Our law firm's philosophy has always been to help families preserve their wealth and achieve their long-term financial goals. The coordination of the estate plan and financial plan is vital.

We offer FREE estate and financial plan reviews. During these complimentary reviews we will:

  • Discuss your family situation to ensure that the terms of your estate plan still reflect your wishes and family situation

     
  • Review the beneficiary designations of your IRAs and retirement plans to be sure you are taking advantage of the recent law changes

     
  • Review your assets to be sure they are properly titled in your living trust

     
  • Analyze the impact of any new tax law changes to see if your estate planning documents need to be updated

 

Attorney Caprice L. Collins has expanded herprofessional designations to become a licensed Financial Representative, an Insurance Agent for Life, Disability, Long-Term Care and a Real Estate Broker. She has also assembled a team of very qualified financial professionals to provide comprehensive personalized wealth care. She has been joined by Mr. Art Husami, a highly skilled advisor with credentials as a Certified Financial Planner, Enrolled Tax Agent and Certified Investment Management Analyst. Art’s thirty years of experience allows him to provide integrated business and tax financial services. 

With our unique view of your tax and financial picture, we feel we have the insight to offer you more than any other advisor when it comes to financial services. Because of the distress many of our clients have experienced, we thought it was time we put that unique view to work.

In addition, we will answer any questions you may have regarding recent law changes and your estate planning goals. This will be an ideal opportunity to coordinate your financial planning goals with your estate plan.


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