Special Notice In Light of Financial Crisis

This is a crucial time to review Trust and Estate plans. In the wake of extraordinary changes in world financial markets, all Trust & Estate Plans should be closely examined to confirm their suitability in this economic environment.

Repricing of global assets can have a profound impact on the capacity of older estate plans to meet the objectives that may have been possible only six months ago. In addition, the sustainability of income flows has been compromised by the collapse of many financial markets. Emphasis needs to be placed on making adjustment to meet these realities.

If your plans have not been reviewed within the past two years, or if your circumstances have changed, we strongly suggest a thorough review of your estate plan.

Generations - Chartered Financial Services, Inc. Atlanta

Our Approach To Estate Planning

Frederick Ravid has been on the Atlanta Estate Planning Council for over a decade and routinely collaborates with the respected attorneys and accountants who specialize in estate planning and wealth management.

We have found that clients who understand the kinds of legal documents they will need are far more effective consumers of specialized legal services. Frequently, we have the opportunity to save clients money by helping clients identify their objectives. Once your objectives are identified it becomes easier for you to obtain quotes for services from outside professionals.

Most people have existing relationships with estate planning expert. However, we find that many Estate Planning documents fall out of date through lack of attention. Our cost effective, fee-based Estate Planning services can offer valuable second opinions.

Securities Offered Through Harbor Financial Services, LLC Member FINRA/SIPC