Estate and Trust Planning

Estate planning is a vital part of your financial future that allows you to preserve your assets, minimize taxes, and provide for your loved ones. At Cold Harbor Financial, we understand the significance of estate planning and are dedicated to helping you create a plan that reflects your values and goals.

We recognize that estate planning is a deeply personal matter, and we take the time to understand your priorities, wishes, and concerns. Our goal is to create a customized plan that reflects your values and addresses your specific goals, such as wealth transfer, minimizing taxes, charitable giving, or business succession. With a focus on clarity, efficiency, and attention to detail, we guide you through the complexities of estate planning, including wills, trusts, powers of attorney, healthcare directives, and beneficiary designations. Our services are designed to help create and preserve your legacy.

*Legal matters specific to the client must be directed to the appropriate professional.