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Beneficiary and Estate Planning

Dawn Gordon Financial Advisors can help you define your estate and legacy desires and create a game plan to ensure they are carried out.  This includes maintaining an inventory of your beneficiaries, conducting Family Meetings to communicate your goals and working with an attorney to complete the necessary legal documentation. In short, we can help you leave a legacy for your family and community that is truly meaningful.

  • Long Term Health Care

  • Life Insurance

  • Medicare Supplement Policies

  • Income Continuation in the Event of Disability

  • Family Needs at Death

  • Implementation of Insurance for Mortgage Pay-Off, Income Continuation, Estate Taxes, and Equalized Inheritance