Estate planning is the process of anticipating and arranging, during a person’s life, for the management and disposal of that person’s estate during the person’s life and at and after death, while minimizing gift, estate, generation skipping transfer, and income tax. At Encompass Advisory Services, we believe that having a plan is imperative to the success of any goal. Our estate planning services will help you and your loved ones prepare and navigate the transition of your estate from one generation to the next.
“Before anything else , preparation is the key to success” ~ Alexander Bell
Our financial advisors are passionate about caring for their clients and their financial goals, by providing beneficial preparation for an estate. We have partnered with the most successful CPAs and attorneys in the industry to fulfill the needs of our clients. This team of experts will bring their years of experience in designing a custom estate plan for your estate.
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