Estate Planning

Getting Organized is Essential


Many of us don’t want to think about the topic of estate planning as it often relates to our mortality and difficult conversations. Many will seek the assistance of attorneys who may specialize in estate law to prepare our estate planning documents. However, clients too often aren’t guided through the important thought processes and considerations that need to be made when planning these documents. Whether large estates or small, many important options can be weighed. August Wealth Management guides clients in looking at what they’d like to see happen with their estate and then assists in crafting a dynamic plan to address those wishes.

Many tools can be used to accomplish a wide array of goals in an estate plan. By using any combination of wills, trusts, power of attorney, insurance options, charitable gifting methods and more, August Wealth Management can assist in sorting out the options to develop a clear and well-reasoned estate plan that addresses present day realities in conjunction with hopes for the future. Your options are so incredibly wide open that having an experienced guide working with you will help to make this task far less daunting than it may seem, so please contact us to start the ball rolling.

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Retirement Seminar

Coming up soon, on May 22nd at 6 PM in Old Orchard Beach, I'll be running a retirement income seminar.   During this seminar which is expected to last roughly an hour, we’ll cover the following topics and more: My personal and professional background What are your...

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Schedule a Meeting

Going back and forth with dates and times can be exhausting.  I've added a new tool to my website that will allow you to pick an appointment that works for you and to indicate where you'd like to meet.  Take a look here and book an appointment to chat anytime.

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A Fresh Look

Big news!!  We've got a brand new website.  You'll find a far more smooth and organized layout.  This new site is also a mobile responsive site.  This means that it will reorient itself when you view it on a phone or tablet.  At the bottom of each page, you'll find a...

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