It’s interesting that so many times naming beneficiaries is overlooked with financial accounts. Sometimes people aren’t asked; sometimes people don’t know how to choose; sometimes people choose and never review their choices.
It’s an essential piece of a good plan.
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.