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Estate Planning
As a client of Springberg Wealth Management, you’ll partner with a dedicated financial advisor who will guide you on how best to pass on assets to your spouse and heirs.
Organize and Manage
Your Assets
Having worked with hundreds of widow/widowers and beneficiaries, we have insights that help assist clients make sure their affairs are in order and how to navigate what can be an intimidating process.
We work with legal professionals to make sure our clients have appropriate documents in place, such as wills and trusts, as well as proper beneficiary designations.
It is our goal to make the financial process as easy as possible on your loved ones when you pass away.
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