Estate Planning
Estate planning is a critical component of your financial plan. While it can be an uncomfortable topic to consider, it is extremely important because it impacts your loved ones (and may also impact you during your lifetime). We will review your current estate planning documents to ensure that the existing language is consistent with your wishes, and in the event of a needed update, will work alongside your attorney to ensure that your current wishes are met. We will introduce concepts to help you think through and choose the best options.
We want our clients to be in control of where their money goes once they have passed. An estate plan will ensure your assets are passed on to family members or desired charities, and the proper controls are established. A good estate plan also will ensure that the proper documents are set up in the event you become incapacitated.