Love your family enough and don’t wait for something to happen to you before you plan. Crisis is NOT the best time to do it. Also, be aware that doing estate planning as a do-it-yourself project may not be the best idea. Even an attorney who’ll review what you’ve created could save your family time, energy, heartache and money.
We have a unique perspective on estate planning that serves our clients well. We thoroughly review not just your assets and your wishes but your legacy. We ask the questions “What’s in the best interest of this family, how do we achieve those goals and what kind of legacy do you want to leave behind?” After answering these key questions, we help you determine the best course of action for your family going forward.