Estate Planning

Providing you control of your assets

You’ve worked hard to build wealth and deserve control of your assets. One critical part is managing what happens to it all after you pass away. Our advisers will work with you to ensure your legacy continues by partnering with local attorneys to make sure everything is taken care of for years to come.

Why is Estate Planning important?

You have an estate plan in place, right now. Even if you haven’t taken the important first step of having a will drafted, you already have an estate plan, because every state has a property management plan that takes over when someone dies without a will. It’s called the law of intestacy. Most people find the state-provided estate plan to be unsatisfactory, and they prefer to exercise a measure of control over the final disposition of their property. Wills and trusts are the means to this end. You should be familiar with the broad outlines of your estate planning documents, or with the law of intestacy if you don’t have any.

Learn more about Estate Planning.

Questions to ask about your current Estate Plan

What would happen to your assets if you died today? Is that what you want?

  1. Does my estate plan provide an adequate income for your surviving spouse?
  2. Does my estate plan meet the education needs of children or grandchildren?
  3. Does my estate plan support your favored charities and meet philanthropic goals?

Have questions? We're here to help.

Give us a call us at 757-898-0089. We’d be happy to assist you with your investment, insurance, or wealth management needs!

*Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

**For a comprehensive review of your personal situation, always consult with a tax or legal Adviser. Neither Cetera, nor any of its representatives may give legal or tax advice.

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/ SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered.

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at