We understand estate planning from your perspective – and your family’s. Our estate specialists review your current plan, ensuring it is appropriately designed and reflects your current wishes, factoring in tax reduction and business succession strategies. We assist you with sensitive issues like selecting guardians for your children, ensuring a designated person will handle your financial affairs if you become unable to do so, and planning for after you are gone. We confirm that beneficiaries named on your pensions, retirement accounts, insurance policies, and trust are up-to-date.
If your documents need updating, we work with your estate attorney to coordinate your estate plan with your overall financial plan. If you do not have an estate attorney, we can help match you with one. At your request, we provide financial statements and family information to your attorney so that the time you spend together is more keenly focused on your needs and those of your loved ones.
