Estate Planning 2017-01-26T16:20:55+00:00

Estate Planning

Ironwood Investment Counsel understands that clients need an estate plan that ensures their specific objectives are carried out.  We work with our clients’ attorneys and other professionals to develop a solution that includes the essential components of an estate plan.

We are familiar with wealth transfer techniques and ensure that clients’ estate plans are well integrated with their strategic plan, investment portfolio and other assets