Estate Planning

Ironwood Investment Counsel understands that clients need an estate plan that ensures their specific objectives are carried out.  We can work with our clients’ attorneys and other professionals to help develop a solution that includes the essential components of an estate plan.

We are familiar with wealth transfer techniques and ensure that clients’ estate plans are well integrated with their strategic plan, investment portfolio and other assets

*Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Ironwood does not serve as an attorney, accountant, or insurance agent. Ironwood does not prepare legal documents or tax returns, nor does it sell insurance products.