Estate Planning

Estate Planning Services

Estate planning may seem frustrating and intimidating without qualified help. There are numerous issues that must be addressed, such as eligibility of heirs, probate courts, 401Ks, annuities, health care concerns, life insurance and burial or cremation costs, just to name a few. Knowing your legal and financial rights may help preserve your estate.

We will work with you and your legal professional to assist in creating an estate plan that will help you be prepared and avoid confusion.

 

 

Craft Asset Management does not provide accounting or legal services; however, we can work closely with your accountant, attorneys or other professionals to build comprehensive individual plans. Please contact us for a complete description of our financial planning services.

Craft Asset Management is a Registered Investment Adviser that provides financial planning, investment management, retirement planning, and works closely with attorneys and other professionals for estate planning purposes. We tailor our services to fit the need of each and every client. As investment advisers we are fiduciaries, and as such are held to the highest standard of conduct and act in the best interest of our clients.

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CONTACT US

  • Office:

    285 Rosedale Lane
    Fort Gay, West Virginia 25514

  • Phone:

    Office: 304.303.9949

    Fax: 858.656.8015

  • Email:

    Evan@CraftAssetManagement.com