When a person gets one second after midnight on their 18th birthday – it’s time. It doesn’t matter if you think you own anything, it matters most at this point to appoint someone to help with finances and health if need be – powers of attorney and advanced health directives, and a Last Will is a good thing since we’re never promised tomorrow.
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.
