Estate Planning & Insurance Review Services 

At Star Financial Group, we specialize in comprehensive wealth management that integrates seamlessly with your estate planning strategy. Our experienced advisors work closely with clients and their estate planning attorneys to ensure your financial plan is fully aligned with your long-term goals and legacy.

Collaborative Estate Planning Services

Effective estate planning is more than drafting documents, it’s about building a personalized strategy that evolves with your life. We partner with your attorney to ensure your estate plan:

• Reflects your current financial situation, family structure, and long-term goals
• Coordinates properly with your investment and financial planning strategy
• Avoids common mistakes that can lead to unintended consequences for your heirs

By working together with your legal team, we help to ensure that your estate plan is not only legally sound, but also financially optimized.

Life Insurance Review & Beneficiary Coordination

Your life insurance policies are a key part of protecting your estate, and ensuring your wishes are carried out. As part of our estate and wealth management services, we offer a detailed insurance review to:

• Assess whether your existing life insurance coverage meets your current needs
• Identify policy gaps, outdated terms, or opportunities for better protection
• Verify that your beneficiary designations are accurate and up to date

Incorrect or outdated beneficiaries are one of the most common errors in estate planning. Our team ensures your designations align with your estate documents and overall plan.

Why Work with Star Financial Group?

Our holistic approach to wealth management and estate planning helps ensure no detail is overlooked. When you work with us, you get:

• A coordinated team approach between your financial advisor and estate attorney
• Proactive reviews of your insurance coverage and estate plan
• Confidence that your financial legacy is protected and your loved ones are provided for

Secure Your Legacy with Expert Wealth & Estate Planning

Whether you’re updating an existing plan or starting fresh, Star Financial Group is here to help. Contact us today to schedule a consultation and learn how our estate planning and insurance review services can help you protect what matters most.