Estate Planning
Investment and estate planning must work together in order to accomplish your important legacy and tax planning goals. I can work with your attorney and accountant to review and recommend investment products and suggest investment strategies to complement your estate plan and meet its objectives.
As a licensed attorney (inactive status since 2000) in Alaska since June 1980 and having worked previously within the fields of estate planning and probate law, I understand well the components of a prudent estate plan.
Give us a call at 907.222.RUMM (7866) or email at patrick.rumley@rumleyis.com to schedule an appointment.