As a financial advisor, you are asked to play many roles.
Your clients trust you with their most valuable assets, so it is only natural that they would ask your advice on how to handle their assets when they are gone.
As you know, this isn’t an easy subject to approach. Imagine that you could have someone you can trust for your clients to turn to and who cares about your clients as much as you do.
The legacy your clients leave behind is important to them, as are their loved ones. Estate planning is one of their greatest investments: the one in family. Laura Kennedy works with estates of all sizes. Her hand-crafted approach to estate planning is more customized than other options.
Because of Laura’s experience in estate and trust administration, she can advise clients about how their documents will work from a practical and easy to understand perspective. Discussing the intricacies of trusts, choosing qualified fiduciaries, ensuring real estate is transferred properly after death, and navigating the probate process are all areas of Laura’s expertise.