Estate Planning

Intentional

Estate planning is a crucial component of your overall financial strategy. It involves creating a well-structured plan for the management and distribution of your assets and wealth, both during your lifetime and after your passing.

Our estate planning services are tailored to your unique situation and goals, encompassing the following key aspects:

Review

Review Will, Power of Attorney, Guardianship Provisions and Health Care Directives.

Asset Protection

We work with you and your legal and tax professionals to implement strategies that help reduce estate taxes.

Trust Strategies

Understanding various types of trusts and their potential benefits to your estate.

Inheritance Planning

Ensure that your assets are transferred seamlessly to your loved ones, according to your wishes.

Charitable Giving

Explore options for charitable donations and philanthropic endeavors that align with your values and financial goals.

Preparation

Planning for potential future needs such as incapacitation and elder care.

Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney, and/or CPA.

"Vic Dupuis and Sherie Higgins immediately earned my trust during the first meeting my son and I had with them. They are obviously smart and knowledgeable in the financial world. Just as important to me are their sensitivity and compassion for my situation and their commitment to honesty. They provide excellent information pertinent to both my present and future financial needs. All my questions are met with respect and a sincere commitment to go above and beyond to ensure my understanding and potential to refine my portfolio. Vic and Sherie are always accessible and responsive and I am confident that I am receiving exceptional financial guidance."

Martha M.

Client of Willow House Advisors

Martha M. is a current client of Victor Dupuis and Sherie Higgins. Martha M. was not compensated for her testimonial. Her testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.
CRN202510-5274002

Victor E. Dupuis is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC, member SIPC (www.SIPC.org). Supervisory Office: 100 Sterling Parkway, Suite 307, Mechanicsburg, PA 17050, 717-791-3300. Willow House Advisors is not an affiliate or subsidiary of MML Investors Services, LLC or its affiliated companies.

Sherie M. Higgins is a registered representative of MML Investors Services, LLC, member SIPC (www.SIPC.org). Supervisory Office: 100 Sterling Parkway, Suite 307, Mechanicsburg, PA 17050, 717-791-3300. Willow House Advisors is not an affiliate or subsidiary of MML Investors Services, LLC or its affiliated companies.