Ryan Kaysen (CFP®)

Additional Information

As a dedicated financial advisor specializing in estate planning and trust asset management, I offer comprehensive services designed to ensure your estate is managed and distributed according to your wishes, minimizing stress and maximizing legacy value for your heirs. Estate planning is crucial for orderly asset distribution, avoiding probate complications, and ensuring your directives are followed precisely. My services include the review of essential documents such as Last Wills and Testaments, Revocable Trusts, General Durable Powers of Attorney, Health Care Powers of Attorney, and Living Wills. Each document plays a pivotal role in safeguarding your estate, from specifying guardianship of minors to detailing your health care preferences and managing financial affairs should you be unable to do so. I provide personalized advice to avoid common estate planning mistakes, such as improper execution or storage of documents, and ensure your estate plan reflects your unique situation and goals. With a focus on clear communication, I guide families through the estate planning process, facilitating discussions that prepare all parties for the future. I am committed to preserving your legacy and providing peace of mind for you and your loved ones. Let's work together to create a plan that reflects your wishes, protects your assets, and secures your family's future. Services include: Creating an organized picture of your finances to clearly see where you intend to have the assets go after death. Life insurance assessment to be sure you have the right coverage for your future income needs, debts, goal costs, etc. Review of existing documentation to ensure they will fulfill your intentions. Reviewing beneficiary information to be sure they are executed properly or if they have changed. Executor assistance. Charitable trust distribution reviews and execution. Probate avoidance strategies. Estate taxes avoidance strategies. Long term care strategies.