When you choose TBH Advisors as your estate advice and legacy planning partner, you choose a firm that’s committed first and foremost to your long-term financial goals. Our advisors are fee-based professionals, and our estate and legacy advice is always client-driven — not commission-driven.
Estate and legacy planning can be a challenging and sensitive topic for many families and individuals. We strive to offer advice and expertise that makes the process a little easier, while also protecting your legacy and the assets you’ve worked hard to grow. We develop deep relationships with our clients to ensure they’re prepared for a number of life events, both planned and unplanned, and collaborate with their attorneys and trustees to create comprehensive directives. We also offer trust management services and partner with our clients to oversee their trusts and estates — peace of mind that no management stone has been left unturned.
Our estate advice and legacy planning services can help you provide for the people and causes that matter most to you, whether that is a child with special lifelong needs or a charity you value. Through our “listen first” approach, we determine the documents you need to detail your wishes, then work with your team to implement them and ensure the wellbeing of your loved ones.
