Grief is what’s supposed to be allowed when someone passes, not calling attorneys to see about who gets money. Grief is the issue of the day – not spending time, money and unnecessary emotion asking questions about who gets the money.
Beneficiary designations save family hassles.
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.