Estate Plan Review
John F. Suby Wealth Management, LLC
Registered Investment Adviser
The professionals of The Suby Group are happy to review the estate plans our clients have developed with other advising professionals. In this role, we help ensure that our client understands what’s in the estate plan he or she has, that the plan is up-to-date, and that it matches our client’s current intentions and life-stage. We will then work closely with the client’s attorney to amend or replace plans as appropriate.
For a number of clients who have long-established relationships with The Suby Group principals, those professionals – including John Suby – act as trustees. On a monthly basis, key professionals of The Suby Group take part together in education sessions to ensure we are up-to-date with developments in estate planning and trust administration.