Broker Check

Estate Planning

Estate Planning

Estate Planning

Estate planning is an ongoing, comprehensive process. It requires a vigilant and creative mind to navigate a client’s financial needs and provide multi-faceted, strategic advice. One of the best benefits of wills and estate planning is the protection it offers to your beneficiaries. A key component of estate planning is designating heirs for your estate. Failing to do so may leave many important decisions up to the courts, which could not only allow your assets to pass in unintended ways, but the process can take years to complete, and the costs can rack up quickly. Even worse, it could cause relationships between beneficiaries to become damaged.

Our estate planning services are wide-ranging and deeply individualized. Fryar Financial will integrate seamlessly with a client’s existing trust and estate attorney or provide valuable referrals to ensure our clients receive unbiased advice and service. The team will work together to ensure you are provided with unparalleled service to take advantage of all the benefits of estate planning that are relevant to your unique circumstances.

If you currently have an estate plan in place, our planning advisor can analyze the distribution strategy and recommend any necessary changes. If you are just beginning the process, our team can help explain the foundational issues that arise, ensure that your estate plan aligns with your financial plan, and answer any estate planning questions you may have.

Understanding Your Estate