Estate Planning & Inheritance


At Charles Stephen Financial Advisors, we understand the complexities and responsibilities of managing generational wealth. Our team offers expert guidance in estate planning and inheritance advising, ensuring your wealth is transferred according to your wishes or seamlessly integrated into your life when received. From establishing trusts to navigating tax implications, we provide comprehensive support to safeguard your legacy and honor your intentions without the direct legal services of an attorney, though referrals are available.

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