Mountain Top Advisors LLC
Gary Cassill, CIC

CONNECT

Address:

We make house calls in the Greater Seattle/Tacoma area
Lake Tapps, WA

Phone:

253 332-0734

Fax/Other:

866 589-8807

Estate Conservation

Do you have a will?  Do you have a trust?  When was it last reviewed?  Do you have special needs children or grandchildren?  Will any of your heirs likely mishandle the assets that you worked so hard to save?  Will your children fight among each other over some of your assets?  Do you have favorite charities that you want to continue to support?  Are you concerned about being a burden to your children in the event that you need skilled care?

Gary Cassill has had many of his clients agonize over these concerns.  Some of these require a referral to a qualified Elder Law Attorney.  Some can be alleviated by a simple change in the title of the account.  

Meeting with Gary for a face to face review can provide some relief and direction towards your next step!  

Call him today to set up a review.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck