Estate & Legacy Planning

The Estate Planning Team works on evaluating existing estate plans and creating customized estate planning summaries that are easy for clients to follow, while providing training and advisory services to clients and employees about all aspects of estate planning and trust administration.

 

  • 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
  • Comprehensive service includes coordinating with independent corporate trusts and trustees

ESTATE PLANNING TEAM

Jill Martin, JD

Estate Planning Attorney

Amy Kiiskila, JD, CFP®, CPA, CLU®

Wealth Manager

Keith Butler, JD

Wealth Manager

Eric Strom, CFP®

Financial Planning Manager

Patrick Noble, CLTC®

Financial Planning Specialist

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

Featured Insights

ANNEX RADIO

11 Reasons To Consider Estate Planning

ARTICLE

August Is National Make A Will Month

ANNEX RADIO

The Importance Of Proper Beneficiaries

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