If your plan is not properly updated over time, your documents become worthless – worth no more than the paper they were printed on. And the costs of failing to update are typically far greater than keeping your plan current.

In addition, we ensure your assets are owned in the right way throughout your lifetime. There are currently billions of dollars sitting in state departments of unclaimed property throughout the U.S. and we never want to see a penny of your assets there. Nor do we want to see your family to be stuck dealing with the court system when you’ve worked so diligently to make things as easy as possible for them.

That’s why we prepare your Family Wealth Inventory of your assets and keep it up to date year after year so your loved ones can always locate what you own and how you own it if and when necessary.

For more information about our unique Family Wealth VIP Membership Programs, schedule your Family Wealth Planning Session online.

We’ll review what you own, who you love, and what would happen under your current plan or the state's default plan for you.

Then we will personally design a plan that fits exactly your family and your desires and you can enroll on our Family Wealth VIP Membership Program to keep your tailored plan up-to-date always.