Estate Planning is not just about taxes. It is about deciding what is best for you and your family and making sure that the parameters for your family’s continued success are in place before something happens to you.
At Thomas Brady & Associates we take a comprehensive approach to your planning needs by understanding your overall estate planning needs and working with you and your team of advisors to determine if life insurance is an appropriate component of your plan. We do not draft documents and we are not a substitute for your estate planning lawyer. Rather, we hope to be a value-added resource for your planning needs and welcome the opportunity to share ideas and work with your chosen counsel.
Some of the estate planning services we provide include the following: