Barbara P. Wright | Liza Hanks
At Finch Montgomery Wright, we offer high-quality, customized estate planning for families of all ages. Collectively, we have close to 40 years of estate planning experience working with families of all kinds.
We specialize in estate planning, estate administration, and probate services. Both of us are experts in our field, but it is our commitment to you that differentiates our firm. You can count on personalized, focused attention. Your estate plan will reflect your unique values and concerns. Your questions will be answered promptly and with respect. When you're done, you'll understand how the documents work and what you need to do to keep them current during your lifetime.
We are both mothers of children and children of aging parents (and Barbara is a grandmother). We know how hard it is to think ahead when just getting through the day is hard enough. If you've gotten this far, though, you know that estate planning is important. You owe it to yourself and to your children to make the important legal and financial decisions that will guarantee them a secure future if you can't be there to share it with them.
Stop worrying about what you haven’t done and get started. We look forward to meeting you soon.
Everyday Estate Planning Blog
- Stuff in the House: Tangible Personal Property Dear Liza: My mother is 79 years old and is on social security. She and her brother own a house together. At this point, I really don’t care if her ....
- Portability: Worth Filing an Estate Tax Return? Dear Liza: It is my understanding that in order to preserve the “portability exemption” a surviving spouse must file an estate tax return ....
- What if there’s no Will? Dear Liza: My father passed away last fall and I have not received any notification of a Will. I am estranged from my family and my brothers have ....
