Our estate planning services encompass a wide range of strategies and tools designed to address the specific needs of families. Here are some common essentials we cover.
Your legacy encompasses more than just financial assets. It’s the intangible, invaluable essence of who you are – your wisdom, stories, and values that your loved ones treasure. Our unique legacy process empowers you to leave a lasting expression of your love. Estate planning isn’t just about distributing wealth; it’s about preserving your unique gifts and passing on your insights, experiences, and beliefs. We know that leaving messages for loved ones can quickly get forgotten during the business of life. That’s why we’ve made it a core part of our planning. We want to help you capture these special moments. It’s not just about passing on financial assets; it’s about leaving a piece of who you are for the future.
Regular updates are crucial to keeping your estate planning documents relevant. As assets, family situations, laws, and life circumstances change, your Estate Plan must adapt to ensure its effectiveness when your family needs it most. Our Estate Planning Memberships were designed to address these changes in your estate plan, offering peace of mind through a flat annual fee. By regularly reviewing that your documents are current and that assets are properly owned, we spare your family the stress of court involvement and conflicts. This program helps to ensure the ongoing effectiveness of your estate plan throughout your lifetime, empowering you to ask us questions without worrying about hourly fees.