Take care of the ones you love.

Estate planning can be complicated, but it doesn’t have to be. A well-informed plan makes a big difference in what you can leave for loved ones, giving you peace of mind.

At Harris & Company Wealth Management, we partner with several prominent New Haven law firms to guide you through the fundamentals of estate planning documents. This can include your will, power of attorney, and a health care proxy. We also advise on tax-related issues so you can think through some of the complex issues behind each option. Together, we’ll help you communicate your wishes clearly, minimize taxes, avoid mistakes, and adjust your plans if your circumstances change. Lastly, we put a plan in place to make sure as little as possible is lost to court fees and other expenses.

Call us today to see how we can help you plan your estate so you can maximize what you leave behind to your loved ones and leave nothing to chance.

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Talk to us today about your finances and your future.