Estate
Planning

Ascent Financial will collaborate with your attorney and CPA with the design of a professional estate plan, ranging from a simple will to a complex trust agreement, while facilitating discussions most families prefer to avoid. We aid in the protection of your assets, which provides for a smooth transition in the event of a crisis. At Ascent we provide the opportunity for family members to fully understand the estate plan.

Estate planning isn’t just for the rich. No matter what your net worth, it’s important to have a plan in place to transfer your asset to the people you want to have them. An estate plan will help cover living costs of the ones you love and help you meet your financial goals even after you are gone. Create a plan that ensures your family and financial goals are met after your death.

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