People

The People in your life are a huge part of your estate plan. 

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For those who depend on you, we will plan how they will be taken care of and provided for given your individual circumstances.

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• Do they have special needs or financial liabilities?

• Do you have certain values and priorities you want to encourage?

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This information helps us determine how to best assist you in taking care of your loved ones in ways that protect them and your assets.

Assets

Your Assets include:

• what you have

• how you own it (hold title) &

• approximate value​

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We will consider:

• planning for estate taxes

• potential exposure of your assets to liabilities

• how and when your intended beneficiaries should receive your wealth

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This information helps us determine planning tactics/strategies about how best to transfer different assets upon your passing to ensure your goals are accomplished.

Priorities

Identifying and clarifying priorities is crucial in creating an estate plan that is truly custom-made for you and your family. We will discuss:

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• your goals

• your values and beliefs

• any concerns you may have

You will identify trustees, executors, financial agents, medical proxies, and guardians for minor children or incapacitated adults.

Not only will we discuss the types of authorities granted, you will decide how and when they will function in your estate plan.

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