• About Us

    Personalized counsel and advice you can trust.

    We are an independent, fee-based wealth management firm that provides comprehensive financial planning and investment management services for individuals and businesses.

  • Our Associates

    Meet A Few Of Our Associates

    Each of the financial professionals at Bill Few Associates is an experienced, thoroughly trained professional financial manager.

Estate Planning

At Bill Few Associates our customized financial counseling helps clients develop a solid estate plan.

By preparing for an untimely death or disability, you not only protect your assets for accurate distribution to your beneficiaries and favorite charities, but you provide your loved ones peace of mind by having an estate plan properly designed and in place.

Your Bill Few Associates financial advisor will focus on your estate planning situation, goals and wishes for transferring wealth.  You will learn the importance of having a will and will receive personal guidance regarding how to:

  • Determine when and how to distribute your assets during your lifetime, and how and to whom to transfer your assets after your death
  • Maximize the value of your estate by minimizing taxes
  • Avoid probate
  • Transfer ownership in real estate or business entities
  • Utilize trust vehicles or payable-on-death beneficiary bank accounts, if applicable
  • Prepare for charitable donations
  • Determine appropriate life insurance coverage
  • Prepare living wills and medical and financial power of attorney documents
  • Understand the importance of living wills, medical and financial power of attorney documents

We will also advise you on keeping your will and estate plan current in the event of estate law or taxation changes, so your wealth is prepared to be distributed appropriately and according to your wishes.

 

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