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Estate Planning Specialists

Estate planning allows you to establish your wishes and properly distribute your wealth and assets in the event of your passing. With more than 25 years of experience, Womack Investment Advisers provides premier estate planning services to clients.

When to Consider Estate Planning

The estate planning process can begin at any age. However, once you reach your early to late 40s, it’s essential that you begin taking this task seriously. Likewise, if you have recently purchased property, such as a family home, vacation home, or even rental properties, you are probably a good candidate. In fact, if you have accumulated or are in the process of accumulating any type of significant wealth or assets, you should begin considering estate planning.

Estate Planning Process

Proper planning can protect your assets, cover future expenses, and prevent unnecessary probate costs and death taxes. In an initial meeting, our advisers will review your finances, deeds, and other assets and discuss your goals. If you decide to move forward, we will draft documents to achieve your objectives.

 

After you review the documents to ensure that your intentions are met, we will answer any additional questions you may have about the process. Lastly, we will help you to determine how to properly incorporate your assets with your planning arrangements to ensure that your life’s work is protected.

 

Womack Investment Advisers offers quality estate planning services. We are devoted to helping you properly preserve and protect everything you’ve worked so hard to gain.

Get In Touch

Call Us Today

Edmond or Lincoln County

San Diego

Toll Free

Oklahoma Office:

1366 E. 15th Street
Edmond, OK 73013

California Office:

4660 La Jolla Village Drive Suite 100

San Diego, CA 92122

 (619) 471-1895

(405) 340-6091

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