This can be tough – people feel obligated to name spouses, to name children, to name family.
Trust is the key. The people named have to be willing to honor your wishes – not there own – whether as a power of attorney, a healthcare surrogate, or a personal representative after you pass.
These can be VERY hard choices.
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.
