Do you have enough life insurance? If you’re married, does your spouse, who may not work outside of the home or who earns substantially less, have sufficient insurance to cover the expense of finding paid help to shuttle back and forth to school; to babysit, and a myriad of other things.
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.
