Wills, power of attorney, health care directives and trust documents can all be part of a person or couple’s estate plan, and we find that these documents are often neglected.
Mosher Financial Advisors (MFA) helps orient clients to estate planning concerns and will either work with a client’s existing attorney or refer clients to established professionals when that resource is absent. In the event of death, MFA can assist our clients with efficiently and effectively transferring assets as directed.
