Estate Planning Services

Whether you're wealthy or not, estate planning is a vital part of any financial plan. Estate plans enable you to have complete control over what happens to your legacy upon your death. Work with the partners and associates at Lillis, McKibben, Bongiovanni & Co. to protect and preserve your assets.

We begin creating an estate plan by gaining a thorough understanding of your assets, family, and personal and financial goals. From there, we can assist you in making knowledgeable financial decisions as well as communicating your wishes clearly, minimizing taxes and adjusting your plan in the future.