Often this is not given a lot of thought while someone is alive. It raises questions pretty quickly after the owner dies. It’s really not that difficult to do.
Often this is not given a lot of thought while someone is alive. It raises questions pretty quickly after the owner dies. It’s really not that difficult to do.
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.