Planning in advance allows a family to grieve when someone passes – avoiding calling an attorney to start a court case; avoiding arguments with other family members; sparing expense for funeral/cremations.
One of my greatest victories is when a client calls after a loved one has died and I can reassure them that all is taken care of and nothing needs to be done until they’re ready.
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.
