Estate planning is crucial because it ensures that your property is transferred according to your wishes, navigating complex laws and safeguarding your assets for your loved ones' future. Understanding the intricacies of estate laws, particularly those governing property transfer upon death, is essential for every individual and family.
From determining the distribution of assets to making informed decisions about wills, trusts, and beneficiary designations, there's much to consider in crafting a comprehensive estate plan. Join us as we navigate the complexities of estate planning, empowering you to protect your legacy. Don't miss this opportunity to gain invaluable insights and take proactive steps towards getting your affairs in order.
Logan Woller
Private Wealth Advisor, Retirement Plan Consultant
As a Private Wealth Advisor, Logan meets with clients to assess their current situation, means, and objectives and then constructs personalized financial plans to allow them to reach their goals.
As a Retirement Plan Consultant, Logan helps select qualified retirement plan professionals including recordkeepers, third-party administrators, and custodians. He consults and advises plan sponsors on retirement plan design and plan amendments while guiding employees when selecting their investments and provides them with 1:1 financial advice.