Both of these programs are confusing. It’s important that people moving into their 60’s get educated so as to make informed decisions.
Both of these programs are confusing. It’s important that people moving into their 60’s get educated so as to make informed decisions.
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.
