With effective, practical estate planning, we help families pass their wealth to future generations and insure that their long-term wishes are carried out. We have many years of experience working with trust and estate planning documents of all kinds, and in helping clients through the difficult time when a spouse or loved one passes on.
Early in the process with a new client we explore areas that may need attention, such as:
- Trust documents (making sure up to date and reflect the client's wishes);
- Investment accounts, homes, and other assets are titled properly;
- Beneficiaries on retirement accounts and insurance policies are set up correctly;
- Charitable Giving Planning.