Estate Planning

Estate Planning is for everyone. You don’t have to be “rich” to need an estate plan. We believe having your affairs in order produces some wonderful benefits for you while you are alive and is an integral part of any comprehensive financial plan.

If you have minor children, you must have an estate plan in place to protect them should you die prematurely. A well-organized estate is one of the greatest gifts you can leave your heirs (or your favorite charity). And, having an organized estate, with clearly articulated wishes and the proper legal documents in place, will keep you in control of your finances throughout your life.

We are not attorneys, but we’ll work with you and your attorneys to put a comprehensive plan in place. We will help you get your accounts aligned with your legal documents and review your beneficiary designations. We’ll make sure the wishes you have for the next generation become executable plans. Most importantly, we’ll help you stay in control of your finances – even if life throws you a curve ball.

Potomac Financial Private Client Group, LLC does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.