Estate Planning
We view estate planning as the essential component in an orchestrated, forward-thinking life design program. To that end, we encourage the input of financial planners and other advisors in the process of creating estate plans that consistently work to achieve our clients’ long-term personal and tax planning goals.
While the firm can handle specialized estate planning requests, such as personal residence or life insurance trusts, our goal is to enroll clients in a special three-step process that maximizes the efficacy of each client’s plan. This process affords significant cost savings over time and helps educate both clients and their intended beneficiaries as to the practical and legal implications of their estate plans.
Estate planning at our firm begins with a private or group workshop that marks the start of a learning process. This education grounds clients in the basic laws which will impact their estates and will help the entire family better define their personal goals and concerns. The workshop is at no charge and does not oblige anyone to continue. Feel free to call or email to set up a time to come.