Estate & Tax Planning
The best time to start thinking about estate planning isn’t when you’re retiring. It’s right now. There’s no wealth requirement and no minimum age. An estate plan simply clarifies how you would like your assets divided up after you are no longer living. Your plan can always change, but without one in place, the state makes decisions on your behalf.
At Barnum, we work closely with you to create a comprehensive estate plan that protects your beneficiaries and assets, reflects your values, and clearly communicates your wishes. Our estate planning professionals are here to address your concerns, streamline the planning process, and offer you the peace of mind that you deserve.
The Importance of an Estate Plan
MetLife Financial Planning Firm of the Year
5 Time Winner | 2002, 2004, 2006, 2007, 2008more about us
Products & Solutions
Wills Protect your loved ones and make your last wishes known with a legally binding document.
Trusts Provide clarity for your family and help them avoid unnecessary legal challenges.
TOD/POD Designations Help your loved ones avoid probate with specially assigned investment accounts.
SpecialCare Plans Care for loved ones with special needs, even after you are no longer with them.
Tax Deferred / Tax Favored Financial Planning Save strategically with investment plans that utilize the tax code to your advantage.
A comprehensive estate plan that protects your beneficiaries and assets, reflects your values, and clearly communicates your wishes can offer you the peace of mind you deserve.Read More
We empower you to be in
We deliver advice, planning, knowledge, solutions, and service to enable you to live a financially confident life.
We guide you through a process that prioritizes your goals for your lifestyle, your family, your personal future, and your legacy.
We are your
We serve as your advocate, working with your other trusted advisors to bring all of the pieces of your financial life together.
We help you optimize
your financial situation
We help you find untapped opportunities, manage risks, deal with uncertainties, and anticipate challenges.