If you care about your family and don’t have a plan, NOW is the time.
If you don’t have a plan created by you, no worries! Whatever state you live in has a plan – it’s called ‘intestacy’ – it’s not inexpensive and often distributes an estate with money and/or property in a manner that has you rolling over in your grave.
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.
