- The Annex Estate Planning Team is led by its own in-house estate planning attorney
- Annex works with a network of professional estate planning attorneys
- Services include coordinating with independent corporate and individual trustees
ESTATE PLANNING TEAM
Alec Durand, JD
Estate Planning Attorney
Amy Kiiskila, JD, CFP®, CPA, CLU®
Director of Wealth Strategy
Brian Lamborne, JD, LLM
Senior Wealth Strategist
Keith Butler, JD
Wealth Manager
Eric Strom, CFP®, EA
Director of Financial Planning
WHAT YOU GET
Estate Planning Education
- Annex University and dedicated client conversations
- Core estate planning documents that everyone should have in place
- Probate vs. Revocable Trust
Comprehensive Review & Analysis
- Summarize current documents
- Discuss strategies for administration and tax efficiencies
- Assist in implementation of changes and updates
DISCLAIMER: Annex Wealth Management is not a law firm and our employees are not acting as your attorney. We do not provide legal advice or draft legal documents. The information contained on this site is general and should not be construed or used as a substitute for legal advice. The law differs in each legal jurisdiction and may be interpreted or applied differently depending on your location or unique situation. You are encouraged to consult with your attorney for legal advice and services.
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