We help you plan for the unexpected
LEGACY PLANNING BASIC TO ADVANCED
Most people think estate planning is about money or real property. Yes, of course, protecting people’s life long savings and their property is a big part of the process. What is most important about estate planning is their family. They talk about their son-in-law whom they don’t entirely trust, or protecting an inheritance for children of a prior marriage (or from a future remarriage), or their son whose three children need a college fund, or their special needs child who will need help for decades after they pass away, or their desire to leave a bequest to their church, or…you get the idea.
In other words, estate planning is not primarily about money. It’s about people, family, relationships. And, it’s about planning for, and coping with, change: changes that will take place within your family five, ten, fifteen years down the road; changes to your financial situation and physical health; changes to the law itself; all of which must be addressed when they occur for your plan to accomplish its goals and continue to protect you and your family.
By creating a relationship with a trusted advisor, someone who can be your family’s personal lawyer, you can take great comfort in knowing you have the very best strategies in place to protect your loved ones, and that you have access to the advice of a counselor who can provide assistance to your family when you’re gone and — perhaps more importantly — to you, during your lifetime.