If you don’t plan for the outcome of your estate, it may inevitably be done for you by a third party. Let Bartholomew & Company help you get ahead of life’s curveballs to plan for your wishes.
Wills & Trusts
Make sure your wills and trusts include plans to protect your family and legacy in any event. Our advisors can help.
Powers of Attorney
You’ll get help choosing powers of attorney to have confidence in knowing you’ll have financial control - even when not around.
Let us work in collaboration with you, your CPA, and your attorney to create a personalized estate plan that supports your wishes, protects your legacy, and helps you leave your mark.