There are some ways to dispose of personal property to prevent upset later. Any step taken by an individual to minimized additional upset when they pass is a gift to the family members remaining.
There are some ways to dispose of personal property to prevent upset later. Any step taken by an individual to minimized additional upset when they pass is a gift to the family members remaining.
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.