Black Coral Financial Advisors | Planning
We will then develop a series of personal financial exhibits. State of Affairs and Estate Flow Chart. Property and Casualty Summary. Retirement Cash Flow Analysis. Personal Financial Counseling Sessions. Our approach is proactive in nature. We meet face-to-face with the our clients on a quarterly basis (at minimum) to discuss objectives, review the financial analysis, address issues, set a priority plan, and most importantly implement the decisions made. Summary Letter Provided After Each Meeting.
Black Coral Financial Advisors | Estate Planning
Review estate equalization and gift-planning for reducing estate taxes. Review all beneficiary designations to assure conformity with wills/trusts. Review lifetime revocable trust. Review durable power of attorney. Review living will and medical directive. Meet with attorney to implement re-drafting of estate documents.