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Estate Planning

Our estate planning process begins with the development of a personal net worth statement. Once the personal net worth statement is produced, we learn the client's estate planning objectives. We then review account registrations, beneficiary designations, existing documents and discuss wealth transfer & gifting strategies. In general, we find that when estate planning has already been conducted, certain assets are incorrectly titled relative to the existing plan. Our clients appreciate the peace of mind we offer them by helping them get their assets titled properly relative to the estate planning documents. Our work is coordinated with the client's attorney.

Let's Get Acquainted Free Complimentary Meeting

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

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