An estate plan is where you’ve pulled together, in one place, all your “bounty” – physical and intangible – naming individuals to take care of you now if needed and to distribute the “bounty” after you’re no longer here Anyone who is 18 needs a plan – tough things happen, and help is needed. Young…
An estate plan is where you’ve pulled together, in one place, all your “bounty” – physical and intangible – naming individuals to take care of you now if needed and to distribute the “bounty” after you’re no longer here
Anyone who is 18 needs a plan – tough things happen, and help is needed. Young people die, and without a plan, things are even more painful and heartbreaking. Without designating people, no one can help.
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.
