Estate Planning Checklist - Bernicke Wealth Management

Learn why you may be able to retire earlier than you think.

  • This field is for validation purposes and should be left unchanged.

Estate Planning Checklist

Bernicke Education Center

Estate Planning Checklist

Estate Planning Checklist

  • How to hire the right estate attorney.
  • The importance of creating a financial overview.
  • The importance of having a family meeting.
  • How to prevent sibling animosity.

Where Should We Send Your Checklist?

Checklist_Estate Planning

  • This field is for validation purposes and should be left unchanged.

Are We Right for You?

Schedule Your Complimentary Consultation Today!

About Us

Bernicke Wealth Management, Ltd. (Bernicke) is an independent, multi-disciplinary firm with 20 employees. Our financial advisers provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment planning, retirement planning, estate planning, and tax planning.

© 2021 Bernicke Wealth Management, Ltd. | Site Development: Midstream Marketing

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Bernicke Wealth Management are separate entities from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Learn why you may be able to retire earlier than you think.

  • This field is for validation purposes and should be left unchanged.