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Beneficiary and Estate Planning

Client Centered

Dawn Gordon Financial Advisors can help you define your estate and legacy desires and create a game plan designed 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

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


Take Steps Today to Manage Your Estate Tomorrow

In this ebook, you'll learn the critical elements of an estate strategy. Considering these crucial details may help an executor uphold your values, goals, and desires for your estate.
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