This role only comes into play after someone passes. This person is the one you’ve chosen to dispose of your estate – whatever you own when you pass that hasn’t been legally designated to go to someone specific. A good plan covers tangible personal property from vehicles to knickknacks. Sadly, probate is the result if anything hasn’t been beneficiary designated.
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.
