Estate Planning

The last area to address in your financial plan is the Estate Plan. Here we ensure that your Will and Powers of Attorney are current. We also assess whether or not your assets will flow tax effectively to the beneficiaries of your estate. It is important to note that you are never too young to do Estate Planning with Jackie Porter and her team.

View Jackie Porter's

360°

Process

Financial Priorities

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Cash Flow Management

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Risk Management

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Tax Planning

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Investment Planning

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Estate Planning

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View Jackie Porter's

360°

Process

Financial
Priorities

Learn More

Cash Flow
Management

Learn More

Risk
Management

Learn More

Tax
Planning

Learn More

Investment
Planning

Learn More

Estate
Planning

Learn More