Broker Check

Karen Busanovich MBA, CFP®


Estate Planning

You have worked hard to achieve the financial success you enjoy today. Estate planning helps your preserve your wealth and provide a legacy to your loved ones and favorite causes.  A thoroughly, thought out estate plan puts you in control and helps provides peace of mind and family harmony.   Regularly reviewing your legal documents and beneficiaries, ensuring your trusts are properly funded, and examining tax implications for survivors are vital to establishing a plan that provides you and your loved ones with greater confidence and security.