Other times they’re newly married, with hardly a cent to their name. Even couples with multiple kids and assets often skip out on this act of love because it feels overwhelming. Gathering your paperwork and putting your affairs in order can seem like an unnecessary, difficult, and sometimes morbid task. We are on a mission to remind you that the hassle of preparing for your death is worth your time. If your legacy begins when you leave, don’t you want it to be as peaceful a transition as possible?
While we don’t like to think about our own mortality, we love our families and we need to do the right thing by them. Having a plan in place is one of the best ways to say “I love you” to your family.
We will walk you through the process and answer all those “what ifs” you have.
We combine our experience in estate planning with our tax knowledge and the legal expertise of our team attorney to make sure your wishes are communicated to your family.
As part of the legacy package, we prepare a property list, a living will, durable powers of attorney, and trust documents as necessary.
Be intentional by having an actual plan in place and love your family well.
Instead of putting off your estate planning, focus on putting your wishes in place today and gain peace of mind by knowing you are doing the right thing, by helping ease the burden on those left behind.
We provide one investment review session per year at no charge.
Note: The above ranges are estimates; actual fees will be dependent on your specific situation.