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Estate Planning & Trust Consultation

Due to demand, Weaver Insurance & Financial Advisors now offers an additional service to our planning line up. Our goal is to provide our clients with the most up-to-date resources available to help with their Estate Planning needs and goals.

  • Consultative Services with Existing Planners including Attorneys and CPAs
  • Estate Planning Design & Strategies
  • Will & Trust Review
  • Trustee Consultation for Existing or Future Trusts

Scott Kimmel, CEP®
Estate Planning Advisor