It is a common misperception that the words “estate planning” only apply to those of significant wealth. What many people do not realize is that simply creating a Will is estate planning. Other documents such as a Financial Power of Attorney and Healthcare Directive are relavent to almost any client or prospective client that walks through our doors.
As part of our comprehensive approach, we review our clients’ estate planning documents to make sure they are in line with their goals, objectives, and wishes. We have strategic partnerships with attorneys who specialize in various levels of wealth to bring our clients the most helpful solution possible.
Depending on the client profile, we use a variety of methods to steer our clients’ financial future both during and well after their lives. Below are just a few of the tools available:
As desires and life circumstances change, as they always do, we quarterback the process of revising your estate planning documents to properly reflect your wishes. We sit on your side of the table to make sure that your estate planning documents carry out your vision.