Family Estate Planning:
Our estate ( family estate planning ) process begins with a Family Wealth Planning Session. Before the Session, you will complete “homework” that will have you feeling more organized and put together than you have in a long time. Maybe ever.
During the Session, we will look at what would happen to all of what you have and everyone you love, if anything were to happen to you.
Then, we’ll determine a plan together to make sure that, if something happens to you, everything goes the way you want it to – so you are always in control. And, so your family always knows just how much you care.
Should we decide there are things we can do to take care of your family better than they are taken care of now, we will present you with several planning options that allow you to decide on your fee and the level of service that is right for you and your family.