Estate Planning is, at best, an emotionally trying exercise. Often compounding the
situation are issues around business succession, estate equalization, equity loss to estate taxes or a
lack of direction and strategy.
Blevins Financial will lead you through the ongoing development of your estate plan.
Our role is to be your lead strategist, pulling together all aspects of family, tax, legal and financial
planning into one seamless, comprehensive strategy that addresses all of your specific needs.
We lead clients through the multiple stages of Estate Planning with a strong emphasis
on the following key aspects:
Family Protection - Helping ensure the proper protection for children and surviving spouse.