Ensuring your wishes for your assets are met.
As part of our Estate and Legacy Plan, we review the client’s estate planning documents which include, but are not limited to:
In the process of reviewing estate documents, we discuss the client’s wealth transfer goals, beneficiary designations and asset titles. If a client then wishes to have new estate documents prepared, we coordinate document preparation with an estate attorney.
The old adage is true: you can’t take your money with you. However, you can take with you the peace of mind that comes with knowing your estate and legacy wishes are going to be met.
We’d love to talk. If you have questions and would like to begin the conversation, please complete the form below.
We value your privacy. Your information is confidential, and submitting this form simply allows us to connect with you to discuss your inquiry further.
Contact us to schedule a complimentary introductory appointment.
