family estate planningEstate planning is the process of planning for the disbursement of one’s assets in the event of their death or incapacitation. Your family estate planning should be tailored to your life, to fully protect the legacy that you’ve worked so hard to build. In our family estate planning process, we take the time to get to know you and your family to learn what’s most important to you about the legacy you want to leave behind. Family estate planning isn’t just about your money or property. There’s so much more to consider when planning for your family’s future. Choosing guardians for your children, making decisions regarding healthcare should there be an emergency, and even what to do with your digital assets, we are here to guide you through every step of your family estate planning process.

We begin with a Family Wealth Planning Meeting. At this meeting we will review our plan options and go through what is the best fit for your family. This initial meeting will help you to get organized and get a clear idea of what you will need for your family estate planning. Our plans are tailored to cover any person at any stage of their life. Estate planning is not one size fits all, we will create a plan specifically for you. Whether you are single, married, in a blended family, or divorced, we will make sure your estate plan fits your specific needs and that you fully understand what every document means and how it works.

Once your plan is created and finalized, we don’t stop there. We work to make sure your plan is updated whenever you need it to be! Our lives are always changing and many think that once you have an estate plan then you are done. But as your life changes, we are just a phone call away to make sure your plan is up to date for whatever comes your way. Click here to learn when you may need to update your estate plan.