Estate Planning

Estate Planning

Many people plan their estates with great care and advice from legal, tax, and financial professionals. Others plan diligently, but make mistakes that can potentially affect both the transfer and final home of their hard-earned wealth. No matter who you are, knowing what will happen to your estate, and that your loved ones are taken care of, can be a massive relief.

Estate planning can be fraught with legal pitfalls and arcane rules. That's why it's essential to obtain the advice of an experienced financial professional. With the experience and knowledge of a financial professional by your side, you might even gain a little financial confidence. However, that doesn’t mean you can rest completely easy once you have all your estate documents in order. Afterall, any major life event should prompt you to review your will, trust, or other estate planning documents. You never know when you might need to make an adjustment due to the changing legal or financial landscape.

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OUR TEAM

Bart Singleton and Adam Redenshek combine for over 20 years of advisory experience.  Each have individual focus areas to ensure a certain level of depth can be obtained with each and every client.   

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Clients located and licensed in: Alabama, Alaska, Arkansas, California, District of Columbia, Florida, Georgia, Iowa, Illinois, Indiana, Kentucky, Louisiana, Maryland, Michigan, Minnesota, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington, and Wisconsin

 

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products/services and advisory services offered through PAS, a registered broker/dealer and investment advisor. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY.  

Securities products and advisory services offered through Park Avenue Securities LLC
(PAS), member FINRA, SIPC. OSJ: 14021 METROPOLIS AVE. FORT MYERS, FL 33912, 239-561-2900.
 PAS is a wholly-owned subsidiary of Guardian.  Doctors WealthCare, LLC is not an affiliate or subsidiary of PAS or Guardian.

The individuals associated with Doctors Wealth Care do not maintain specialized licenses or qualifications for the financial services provided to Medical professionals.

*Medical Economics Best Financial Advisors is a paid listing advertising supplement. This award is not issued or endorsed by Guardian or its subsidiaries.

Bart Singleton AR License #1594641 and CA Insurance License #0H41858.  Adam Redenshek: AR License #7288076 and CA License #0l69232. 2020-109110 Exp. 9/22

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