At Scarlet Oak Financial Services, we believe that estate planning is not just for those of a certain age. Everyone can benefit from having estate planning. As we have seen in the last years, it can be valuable, whether a loved one has passed away unexpectedly or become incapacitated, having the benefit of a will, financial power of attorney, and a health care directive in place to let loved ones know what their wishes are.

We work closely with your other trusted advisors, such as your estate planning attorney, CPA, and others, to establish an integrated plan that endeavors to find tax advantages when it comes to wealth transfer. We have helped many families navigate these complex and essential conversations.

If you have any questions regarding your estate plan, contact us to set up a complimentary visit. We work with clients in Atlanta and across the country. Scarlet Oak Financial Services can be reached at 800.871.1219 or contact us here.